Making the list
Your key ally in achieving financial freedom is your financial adviser, and among the most important things your adviser will need to know is what your goals are.
So, make a list and prioritise it. Which of your goals are essential, and which ones are you willing to compromise on?
Reality check
Just as we have different goals, so do we have different financial resources.
One of the first things your adviser will do is run a reality check. Given your income and expenditure, job outlook, health and family situation, are your goals realistic and achievable?
Your adviser will also check if key goals are missing.
For example, life insurance can be an essential tool for protecting your family’s future financial freedom, yet many people overlook it.
With the big picture now clear, your adviser can develop strategies that will bring that goal of financial freedom closer to fruition.
Perfect timing
When is the perfect time to start your journey to financial freedom?
Today.
Because the sooner you get started, the sooner your goals will be achieved.
Think about your goals and desires. Importantly, write them down. Then make an appointment to sit down with your financial adviser, and take those critical first steps towards achieving your financial freedom.
• The information provided in this article is general in nature only and does not constitute personal financial advice.
The entire February 14, 2024 edition of The Weekly Advertiser is available online. READ IT HERE!