My role as your adviser is simple yet valuable. It’s to help you make smart choices about your money, so you can better experience the things in life that are important to you.
In order to give you the greatest chance of success I have created a Financial Housekeeping Monthly Chores Checklist, to ensure:
- Nothing falls through the cracks
- You are in the best position to make more informed and better choices
- Greater confidence and control (AKA less worries)
- Do the things required, giving you the highest chance of success to achieve your financial goals
Each month along with your portfolio report, your Financial Housekeeper Chores are designed to ensure you know what to do next (be it with my assistance or you action yourself). Empowering you to be 100% confident that your Financial House is in order, you are doing the activities required to stay on track and you’re in the best position to achieve the things in life and goals that are important to you.
Financial House Keeper Chores - September
| Area | To Do Task | Completed Y/N |
| Savings Goals | Review progress of savings & expenses for last month towards your end of year goal | |
| Debt Reduction | Allocate additional monies into either reducing debts, upcoming expenses or add to investment savings | |
| Files (House Keeper) | Update financial House Keeper file with scanned documents | |
| Operational Accounts | Pay-out credit card balance in full, check transactions in credit card that all are correct | |
| Operational Accounts | Check bank statements for correct transactions and no overcharge of fees | |
| Taxation | Update record of deductible expenses (self-education, advice fees, investment fees, salary sacrifice, donations etc…) | |
| Files (House Keeper) | Review accountant services benefits vs cost and change providers if advantageous | |
| Files (House Keeper) | Review adviser services benefits vs cost and change providers if advantageous | |
| Files (House Keeper) | Review investment manager services benefits vs cost and change providers if advantageous |
Click here to access your current investment portfolio and insurances.
For online access call our office today.
