This year I’m going to get fit and sort out my finances? Yeah right!!!!
Well we can’t claim to be fitness experts but we can certainly help you review your finances and see how we can improve your situation.
Some common errors in financial planning …
- No will in place – you work hard to buy a home and build up an asset base – don’t you want a say in where it goes if you die?
- Have not got around to joining KiwiSaver – this is a no-brainer for most of the people I meet with. Give me a call and I can help you to understand how it works and build a painless retirement fund.
- Too much life insurance – kids have left home, mortgage has reduced yet the life cover remains at the level you put in place 10 years ago – let’s have a chat.
- Out of date investment plans that are not performing yet still have a decent sized mortgage – get rid of debt – it is the best return on your money!
- Income protection plans that may not pay out as they don’t accurately reflect your current level of income.
I am happy to help you achieve your goal of financial fitness in 2013 – give me a call on 021 667 934. If you need to leave a message it might be that I am at the gym …yeah right!