Year in review and setting your 2019 financial plan
Luke Smith joined Richard Perno on Radio Station 2CC Talking Canberra 1206AM.
The Money Show aired on Friday 21 December 2018.
Luke and Richard took a look back over the year and Luke offers some things to start your financial plan heading in the right direction for 2019.
Topics covered include:
- Recognising lost opportunities and taking action to take control
- Look at fees and charges on your super and making changes to save your retirement savings
- Review your home loan or get someone to do it for you, it could save you tens of thousands
- Start 2019 the right way:
- Set some goals
- Have a plan and set reasonable time frames
- Reward yourself when you achieve goals
- Make an appointment with Luke for a free financial health check
Listen to the Podcast right now
Would you like to take more control of your money in 2019?
If you need financial advice, make an appointment to meet Luke at Envision Financial Services on 6260 4749 or use our contact us form to make an appointment for a confidential discussion about your situation.
Envision 2CC offer. Your first appointment is at our cost. Make an appointment to confidentially discuss your financial situation and financial goals.
On behalf of all of us at Envision Financial Services, we wish you a safe and Merry Christmas and a great 2019.
Luke will return to talk about financial planning on 2CC Talking Canberra in 2019.