• Bill Savellis

Is It Time For A Financial Review?

Updated: Mar 29


Wouldn’t it be wonderful if there was a simple trick or magic formula that ensured you never had to worry about money or manage your personal finances ever again?


Sadly, that’s not realistic, but it does point to one of the key challenges facing many of us when it comes to managing our personal finances. Motivation! Being good with managing our money often means changing our habits with money.


Motivations can come in 2 different forms. For some, it’s either a dash of inspiration, while for others it’s a hint of desperation. In other words, you either get inspired to improve your habits with money, or you will eventually be forced to.


Thankfully, you can still have a positive impact on your financial future if you're starting late in life — but if you're 60 years old and just beginning to think about financial freedom, you have a lot of work to do.

Money can be such an emotive issue that it isn’t surprising many of us shy away from dealing with it.


We don’t create, much less stick to a budget; we don’t plan for the future; or set financial goals. And then there is the issue of understanding your superannuation, overseeing your investments and managing your tax.


It's no surprise we keep our heads in the sand!

​​​

At Infocus, we understand that not everyone understands what a financial adviser does but everyone understands they need the right information to make smarter decisions.


Give yourself the gift of good advice.



Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.

Bill Savellis is an Authorised Representative of Infocus Securities Pty Ltd ABN 47 097 797 049 AFSL & Australian Credit LIcence No. 236523 t/as Infocus Money Management and Infocus Financial Advice  | Disclaimers | Complaints | FSG | Privacy Policy