New Year, new review - updating your finances to your circumstances
Have you included a financial review as part of your resolutions? The New Year is the perfect time to reflect on any changes to your circumstances that could impact your wealth health — slim down your interest rates, workout your investments, and cut out excessive premiums!
In this presentation, Cutcher & Neale's Financial Advisor Sav Angi and Insurance Advisor Andrew Harrison will cover what you should review when it comes to your insurance, wealth planning, superannuation and investment and why it's good for your financial health.
- Insurance policies and premiums
- Catch up super contributions
- How to maximise your super
- Investment efficiency reviews
- Mortgage interest rates
- Preparing for end of financial year
Insurance Advisor - iMed Insurance, Cutcher & Neale