As another year closes … a time to reflect

December 12th, 2012 | Estate Planning, Financial Planning, Investment, Taxation, Superannuation

Christmas is fast approaching and another year is coming to a close.  While you put your feet up over the break, take some time to reflect on 2012 and mentally prepare for the year ahead.  Ask yourself a few questions:

–  What did (or didn’t) I achieve in 2012, both financially and personally?
–  What should I have done differently this year?
–  What can I do better?
–  Did I spend too much?
–  Did I take enough time out for the family?
–  Did I take enough holidays?
–  Am I happy with my career progression?

These are all simple and valid questions that we tend to overlook because of our hectic lives.

Christmas is a time for family, to relax and reflect.  Spend 15 minutes thinking about your financial goals for 2013 and how they can help change your lifestyle for the better:

–  Arrange a financial plan
–  Consider setting up a Self Managed Super Fund
–  Get your Will(s) done
–  Organise estate, succession or retirement planning
–  Plan to legally minimise your tax
–  Revise my investment strategies
–  Set up personal insurances

Don’t let another year pass by without planning for your future and setting life goals – the sooner you start, the better off (and happier) you will be.  Better still, talk to your partner or loved ones too during this time of reflection and set goals together.

Peter Quinn and the staff at Quinn Financial Planning and The Quinn Group wish you a wonderful Christmas and a well deserved break.  We look forward to continuing to assist you with your accounting, financial planning and legal needs in 2013.

Here at The Quinn Group our experienced team of Financial Planners, Accountants and Lawyers can provide you with the total solution and assist you with all your superannuation, financial and estate planning needs.  For more advice about your financial and personal goals for 2013, contact Peter Quinn by submitting an online enquiry or calling us on +61 2 9580 9166 to book an obligation free appointment.

The information in this document does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it.  It is important that your personal circumstances are taken into account before making any financial decision and it is recommended that you seek assistance from your financial adviser.