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Setting financial goals

Any goal, let alone financial, without a clear objective is nothing more than a pipe dream

The New Year is a great time to make financial resolutions but, unfortunately, achieving financial goals isn’t quite that simple. Habits become ingrained and hard to overcome. For some of us, the resolutions we set, financial or otherwise, can quickly become overwhelming.

Why cash may not be king

How much of your wealth do you currently hold in cash?

One paradox of the coronavirus (COVID-19) pandemic is that even as businesses have shut down and jobs have disappeared, some British households have on average been saving more money than they usually do, due to lower spending, according to new research[1].

What do you want from life?

Asking questions that will shape your future

Just about everybody wants to become financially secure and independent – so why do so few people get there? One thing is for certain: it very rarely ‘just happens’.

Creating a total wealth solution

Don’t forget, unwritten goals are just wishes

If you do not know where you are going on your life journey, how will you know when you arrive? This is very true about the importance of having financial goals. You need to set financial goals to help you make wise financial decisions, and also as a reward for your efforts. Goals should be clear, concise, detailed and written down. Remember, an unwritten goal is just a wish.

Visualise your future

Reaching a state of complete financial wellbeing

Financial wellbeing ultimately comes from achieving financial security and independence. When you’ve reached a state of financial wellbeing, you’ve got to a point where you have a sufficient level of income for your lifestyle needs, enough capital to give you peace of mind and the knowledge that whatever happens you, your family and business are fully protected.