Now is the perfect time to begin planning for your financial year ahead and a comprehensive financial plan helps you to achieve your goals.

In this podcast I share my 8 steps for creating your very own personal financial plan!

Key Takeaways

  • When considering your financial wellbeing, it is crucial to have a clear sense of what you want from life, and use this to create a comprehensive financial plan.

  • Creating a budget can seem daunting, but can act as a vital signpost for your financial year ahead.

  • Building your emergency savings fund is vital. The best way to ensure that emergencies can be tackled is to start saving today! Aim for around three months’ of living expenses.

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If you would like help creating your personal financial plan, get started with a free 30 minute call:

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