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10 Tips For Your Best Financial Year Ever

The start of a new financial year is a good time to take stock and plan for better outcomes.

To that end, I have attached a 10-point checklist to allow you to make a quick assessment of some key areas of your financial affairs.

How many of the questions did you answer NO to? Just a few maybe? Or all of them? Does it bother you that every day you put if off, you are pouring money down the drain?

If you are like many medical professionals we talk to, you may experience some or all of the following feelings:

– Frustration because of the amount of tax you pay and the lack of financial progress you are making.

– Lack of clarity in terms of what you should be focusing on, in order to achieve better financial outcomes.

Wouldn’t it help if you were able to establish your goals, and put in place a plan that would help you get there?

To help you get started on that journey and identify some quick wins, I would be happy to offer you a free 45-minute Strategy session. Consider it a health check or second opinion on your finances.

To register for your free session, you will need to contact me before 4th August via or 08 9381 2704. I look forward to helping you make this your best financial year ever.

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