Who’s your Financial Buddy?

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Financial Buddy… Huh? Stay with me here and read on…

I was watching the Channel Nine News earlier today where they said that studies have shown that today, some 3 weeks since the start of the new year, is the time when statistically most people begin to fall away from their new years resolutions. Encouragingly the same study showed that if you power through for another 3 weeks (continue for 6 weeks straight), the resolution tends to stick. This is because after this length of time the resolution no longer becomes a burden, but becomes part of your routine.

Setting your goals is one thing. Monitoring and being held accountable to that goal is another (and very important) thing altogether. It’s why experts say that if your goal is to lose weight, then it’s best to find a gym buddy to go with. In much the same way for your finances, a financial adviser can be that buddy you have. They will make you accountable to your goals. They will help ensure that the routine is in place and that you stick to plan.

New Years Resolution?

The start of a new year is always an exciting time. We spend time with our families and friends. We get the chance to meet new people and re-connect with others that we have not seen in a long time. Most importantly the new year also presents us with the time to reflect on the year that has passed.

The beginning of the new year is also an ideal time to set your priorities for the next twelve months. It’s the time many of us set our new years resolutions.

Sure, most of you have the common goals around your health and physical well being. Nearly all of us will say losing weight, getting fit and becoming a healthier person are what we plan to do. These are all good resolutions to have (I know, because these are part of my new years resolutions too). But have you put any though towards what your financial goal will be this year?

Whats your New Years ‘Financial’ resolution?

It’s great that many of you have set your physical well-being resolutions. However, what’s your new years resolutions for your financial well-being? If you don’t have one, now is a better time then ever to set one up.

How many of you have said that you want to:
  • Protect your income and assets (you know that YOU are your most important asset right?)
  • Pay off the credit card quicker
  • Start a savings plan
  • Get a cash flow budget in place.
  • Look to start an investment plan (into shares or managed funds)
  • Get your first home or buy that investment property

Dont’ have a financial resolution or can’t think of one? Great, at Bedrock we can also assist in helping you nut out what is important to you.

As mentioned previously, setting the financial goal is only the first step. If you are serious about wanting to achieve your financial goal, then you need someone to join you. You need Financial Buddy. Your financial buddy will hold your hand and help guide you. They can monitor your progress and ensure your stay on the path.

They can help you so that this year is the year you accomplish what you have said you were going to this time last year!

So who’s your Financial Buddy going to be? Perhaps it could be us?

I have never worked for the big financial institutions. I am happy to say that we are proudly not aligned with any major bank. I have not had to worry about ‘selling’ particular products or pushing particular targets. All I ever want to do is help the client.

Everyone that knows me, knows that I love to chat. I really do enjoy helping people where I can in achieving their goals. I get a kick out of helping my clients achieve their goals sooner, take control of their money and start building their wealth for the future.

What’s your goal?

What’s your plan in achieving it?

Who’s going to be your Financial Buddy?

If you want some guidance or help then please get in contact with me, I’d love to chat with you.

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