At any age, financial security is key

IN today’s fast-paced world, financial stability and well-being are more crucial than ever.

The team at Strategem are encouraging you to make time for your financial future this Financial Planning Week which runs from 2 to 8 October.

A week of financial enlightenment

Financial Planning Week is a dedicated time to focus on managing and improving one’s financial health.

It provides a platform for individuals and families to gain valuable insights, strategies, and tools to make informed financial decisions.

It’s also an opportunity to celebrate our Financial Advisors for the advice and support they provide.

Education as empowerment

At the heart of Financial Planning Week lies a commitment to financial education.

It’s not just about stock markets and interest rates, it’s about understanding the basics of budgeting, debt management, savings, and investment.

It’s about sharing our knowledge to make sure you have enough information to ask informed questions.

Setting financial goals and securing financial wellness

One of the cornerstones of financial planning is setting clear and achievable goals.

Whether it’s saving for a dream home, a child’s education, or a comfortable retirement, Financial Planning Week encourages participants to envision their future and craft a financial plan to get there.

It emphasises that financial success is not solely about amassing wealth but achieving life’s aspirations.

It’s important to note, these goals and aspirations are different for everyone. Set your own goals and you will make your own pathway to achieving them.

A lasting legacy

Financial Planning Week is a week to embrace financial enlightenment, make time to set meaningful goals and implement strategies to achieve those goals.

We encourage you to take action. By acting early and having plans in place, you’re not only benefiting yourself, but also your family.

As yourself the below questions

1 – Do I have income protection? Would my family be financially supported in the event I was unable to work?

2 – Would my life insurance be enough to financially support my family in the worst-case scenario?

3 – Is my superannuation fund performing at its best?

4 – When do I plan to retire? Will I have enough money to live the retirement I want?

5 – What happens if I needed to go into supportive living or aged care? Could I afford it?

Take a moment this week to review your finances and if you need help with any of the above questions, reach out to a Strategem advisor.

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