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Staying on track

It is important to review your plan at regular intervals to take account of changes in income and outgoings as well as other circumstances, such as a new job or an addition to the family. You also need to weigh up new investment products as they come onto the market, and change your plan to take advantage of them if it seems appropriate. You may find you can achieve some goals sooner than you had expected, or you might have to postpone some.

Once you have drawn up a personal financial plan you need to monitor its performance regularly. Only by checking how your plan is performing against the goals you have set can you be sure that your personal financial strategies are on target.

If you stay with your plan, implementing and modifying your strategies as appropriate, you will have every chance of realising your personal financial goals and achieving what you want to with your life.

We would be happy to advise you further on developing your SMART personal financial strategies. Call us to discuss how we can help.

FREE CONFIDENTIAL DISCUSSION
Understanding a person’s financial situation is the first step to resolving their problems and achieving their goals. All new business clients looking to speak face-to-face with an accounting professional are offered an initial consultation at Pluta Accountants with the first hour at no charge. Businesses who wish to take advantage of a confidential discussion are encouraged to call 07 3379 8185 today.

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Contact Us

You can contact us at anytime at the following;

Office Location
858 Oxley Road
CORINDA QLD 4075

Mailing Address
PO BOX 114
MT OMMANEY QLD 4074

Phone: 07 3379 8185
Fax: 07 3379 9845
Email: