FINP025 Time to reflect (402 words)

This article encourages your clients to review their financial goals. The original focus is on New Year but it can easily be adjusted to suit end of financial year or end of calendar year.

Many people use the Christmas/New Year period to reflect on the year that has just passed, often in a blur, and begin thinking about the future and how to achieve their hopes and dreams. Similarly, the new financial year is a good opportunity to reconsider financial strategies and goals. Below is a simple guide to tidy up your finances for the year ahead.