To get somewhere tomorrow, you have to know your position today.
It’s as if you are buying an airline ticket. To reach your destination, you have to know more than where you want to go. You also need to know where you are.
So this step is a really important one - benchmark what I like to call, “your current financial reality”.
What you don’t acknowledge you can’t fix.
You see, what you don’t know, or worse, what you are not prepared to acknowledge, can really hurt you.
I’ve seen this play out time and again when people tell me they want to get serious about their finances. They want to invest. They want to make plans for the future.
“Congratulations” I’ll say, “so what can you tell me about your current situation?”
A common response? “Not much!”
That’s not a surprise. I know from personal experience. Sometimes we just don’t want to know. As soon as we start, we have to come face to face with our good or bad financial habits.
Getting a handle on your current reality starts with something simple: A Financial Health Check
Complete your financial health check now (it’s OK, it will be good for you).
What’s in it for you?
There’s no need to prepare and you don’t need any documentation.
Just select the answer that best applies to you.
Your responses can then be reviewed on your personalised report.
Click here to start your Financial Health Check now.
Important - This information is shared with you purely for the purpose of financial education. It is based on generally available information and is not intended to provide you with specific financial advice or take into account your objectives, financial situation or needs. You should consider obtaining financial, tax or accounting advice on whether this information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. See full Terms and Conditions here.