Saving for that special something

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Most of us have aspirations for a special something whether it’s a new car, an overseas holiday or a deposit for your first home or investment property.  We can help you put a saving plan in place that is realistic and achievable.

Common questions to consider

Some questions you may wish to consider include:

  • How much money do I need to achieve my special saving goal?
  • How much should I be saving each week?
  • What do I spend my income on?
  • What is the best option for putting my money while I’m saving?
  • How long would it take me with my current savings to reach my goal?

How we can help

  • Work out how much you need to save and how to look after your savings.
  • Review your saving plan and the target timeframes to achieve it.
  • Maximise your opportunities for saving.
  • Review your spending patterns and financial commitments and debts.
  • Recommend savings or investment strategies to achieve your goal.
  • Review and help you set specific goals and a target timeframe to achieve them.
  • Review and recommend and put in place appropriate insurances to protect your existing assets and your current financial situation.

What to do next

If you want us to help you save for that special something contact us today.


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