Financial Review

Review your income and expenditure on a regular basis to ensure if you are on track to meet your goals.

Life is not a straight line, dips and peaks happen, but it is important to face these events and not feel helpless and put your head in the sand.

Questions such as :

  • If I put away $1,000 a month in savings, how much will I have in 30 years’ time?
  • Should I put money into super or pay off my mortgage?
  • I am moving interstate for a job, do I keep my home and rent or sell the home and buy a new one?
  • If I need $70,000 a year to live on when I retire, how much do I need to save?
  • I have $500,000 in savings. How long will that last in my retirement?
  • If I throw in extra into my mortgage what will that do to my home loan?

Ready to get started?