**RICHMOND OFFICE NOW OPEN** – Orange Grove Mall, Shop 17/296 Windsor Street, RICHMOND NSW 02 4578-8256

Suite 415 / 33 Lexington Drive

Bella Vista. NSW 2153

t: 02 8824 4000

f: 02 8814 6003

Newsletter No.3

Newsletter No.3

By on Mar 11, 2015 in Newsletter | 0 comments

Hi from Angela!

Where does all my money go? This is a question I hear time and time again when chatting with clients. It is also a question that you need to know the answer to. We make plans for a holiday and a special birthday celebration, and likewise we should have a plan for our finances. It is empowering to get a good handle on where your hard earned money is spent – it continues to run out that door whether you track it or not!

February is a perfect time to gear up for the year ahead. With the Christmas break over and the kids back at school a sense of ‘normality’ has returned in our day to day lives and our budget.

Has your spending changed from last year? You may have started a new job or be working more or less hours. The kids may have started or stopped school – these two things alone will make a huge difference to your income.

Come in for a chat and we can talk through your scenario to see if you are on track and check if you are heading towards where you want to be.

If you have a friend or family member that would benefit from a consultation please pass my details on to them.

No questions or queries are too small … 8824 400, (M) 0414 608 970 or email angeladyexx@gmail.com Did you know? You should review your mortgage every 2 years to get the advantage of new products and rates

 

Did you know?

You should review your mortgage every 2 years to get the advantage of new products and rates

Find a word

Find these words:BILLS, CARS, CHEMIST, CHILDREN, CREDIT, FEES, GROCERY, HOLIDAY, LEASE, MEDICAL, MORTGAGE, PETROL, RENT, SPENDING, SPORT

Services we offer

  • Financial strategy
  • Home loans
  • Property investment
  • Financial planning (including insurance, retirement, superannuation and SMSF)

Until next time, happy spending!

Angela

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