It’s Important to know where your money is going

Irrespective of your income and expenses, having some form of a budget and debt management strategies makes it easier for you to make conscious decisions about how to allocate your money.

A budget is a useful tool to help you manage your income and expenses, giving you the confidence to make decisions. ASIC’s MoneySmart website has a Budget Planner, which can help give you an idea of where your money is going.

Questions to ask yourself

  • Are you making more than the minimum repayments on your loans?

  • Will you be in debt for longer than you’d like to?

  • Do you have a thorough understanding of your income and expenses?

  • Do you have a savings plan for any financial setbacks or unforseen events?

Are you on track for the lifestyle you want?

Request a complimentary and obligation-free appointment today to discuss ways we can  help you organise your assets and savings into a plan which will meet your goals for your lifestyle now and in retirement.

My world fell apart at that moment of diagnosis. As I the battled for my life, knowing that my financial worries were taken care of by trauma insurance let me get on with fighting that fight. Reg took care of everything quickly, and with care, concern, and compassion. My clearest memory is that none of the official meetings felt like a business transaction. Reg visited at my home, we had a chat, shared a cuppa and got it all done … on my timeline.

Karen

Your Trusted Partners

Providing professional Debt Management solutions since 1968

As a long term family business, we understand what it takes to build a great business and we’re passionate about helping protect your business and personal assets. Our expertise covers a broad range of risks and industries, meaning you get the benefit of professional insurance and financial advice, personalised service and solutions for your specific needs.

Fill out the form to arrange for one of our Insurance or Financial Experts to contact you to discuss your specific Debt Management needs.

Alternatively you can call us on:

(07) 5482 7485

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We are committed to understanding your needs and focused on providing you with quality advice, personalised service and tailored solutions to help you make informed decisions about protection for your assets, income and lifestyle.