We recently spoke to our Adviser partners as we wanted to know what existing clients and new clients focus on at the beginning of the year. Below are the top 5;
- Reduce debt:
This is a big one. Getting out of debt sooner usually means more money to play with. It is no surprise this topic is a main goal at the beginning of each year.
- Purchase an investment:
One of our advisers that also focuses on property as an investment vehicle stated that they get quite a few meetings in the beginning of the year. In saying that, other investments are also popular. Clients just seem focus on building wealth at the beginning of each year.
- Sorting out wills:
Spending additional time with loved ones over the festive season usually results in reminding yourself that the wills have been on the to do list for far too long. Our advisers said that clients usually reach out wanting this sorted in the first quarter. It is important after all.
- Insurance reviews
As you get older, some insurance premiums get more expensive. You can generally save quite a bit of money by reviewing these each year. It could be as simple as just reviewing the insured amounts. You don’t always have to change companies at all.
- Reduce tax
The new year also means you are halfway through the financial year. You only have 6 months before another tax year has closed. Do you really want to pay that much tax again?
Remember- we have advisers ready to go, wanting to better understand your situation.
Book yourself in? Just tell us what you want to focus on HERE