25 Actions to Get Financially Fit
Establish an emergency fund
Establish your financial goals
Learn the difference between shares, property, bonds, term deposits and cash.
If you are young, consider investing in your education
Maximise your tax return
Treat your self like a business.
Sort out your future
Consider consolidating your superannuation (careful of capital gains tax and losing insurance)
Select the right investments within your superannuation
Create a plan to pay off your debt and build wealth quickly enough
Create a structure that gives you control of your expenditure
Consider consolidating your private debt onto a low interest rate product
Consider using an offset account or line of credit to pay less interest
Protect against risk
Learn how to control your emotions (fear and greed) when it comes to investing (yes, you are the risk)
Make sure you have an up to date Will and Power of Attorney
Take out an appropriate level of insurance
Subscribe to GPA Financial Planning’s Education Centre to receive invites to webinars addressing HOW to take these actions effectively.
GPA Financial also offers a free two hour consultation where we will work with you to achieve the first 15 action steps. From there we will determine if we can help you with the remaining 10, and provide you with a complete quote detailing how much we can improve your situation by and our fee for the “right help”. Please contact us on 07 3170 6213 to arrange and appointment.