As the new year is setting in, and you get used to typing 2022 after amending it for the first 3 weeks – consider your financial status and plan!
Some quick tips:
You are still in the 2021 tax year, meaning you still have some Tax free allowance for the year!
Review your short-term insurance, and make sure you are getting the best cover at the most affordable price. DO NOT compromise on a quality, sound insurer!
Bulk up your retirement savings, and make sure you have an accessible emergency fund. You don’t miss money that you don’t see, set up a debit order that goes into a savings account and consider it an unavoidable expense.
Look at the performance of your Retirement Funds and Investments, not all advisors help and review their client’s portfolios as they should. Its ultimately your money, take responsibility above your expectations or seek alternative assistance.
Your portfolio asset allocation may be outweighed for your risk profile, consider the markets and seek professional advice.
Tax season is coming up, gather up your statements, receipts, medical bills, expenses and be prepared for your annual return. We all scramble just before tax season closes, and that way you end up losing out.
Make sure your Will is updated, and that you have cover in place for your loved ones in unforeseeable events. Consider the policies that are available for Estate planning!
Set your goals, by time frame, and focus on emotional-, physical and financial goals. If you don’t know where you are headed, don’t expect to be achieving phenomenal results. It takes deliberate steps in achieving success.
Get in contact should you need my assistance!
Contact no: 076 752 3849 | Email: email@example.com
I will gladly assist you holistically, to ensure that you are set up for efficient savings and wealth building for 2022.