There comes a point in time when you start thinking about your future and, specifically, your financial future.
This doesn’t necessarily mean you’re ready to give up travel or your preferred lifestyle, but you may be starting to think about some big financial commitments such as a wedding, a home, or even a baby.
But how do you balance all these priorities? How do you enjoy your life today while setting yourself up for the future?
We’re here to help. Whether you’re single or coupled-up, a homeowner or renter, a parent or child-free, our information and resources can help you to set priorities and manage your finances to create the life you want.
Focus first on the short-term (next 12 months). What life or financial goals do you want to achieve? Then, think about what money habits you need to change or introduce to meet these goals. For example:
Visualise what you want your life to look like over the next 2-5 years and start making choices that will benefit you in the longer term. For example:
Long-term goals can be 5 years or 25 years in the future. It can be tricky to plan so far ahead, that’s where a financial adviser can help. Examples include:
