1 Dec 2019
Wealth Potential
Why seeing a financial adviser could be your best Christmas gift…

The lead-up to Christmas is usually a hectic time. Aside from the shopping and Christmas parties, there are deadlines to meet, and loose ends to tie up before many of us take a well-earned break.

Once the big day is over most of us are able to slip into a more relaxed mode, but as your focus turns to leftover ham and pudding, or lounging on the beach, why not spare a thought for your financial situation? With everyone else relaxing, the Christmas holiday period can be an ideal time to check your finances and start the New Year with everything in order and heading in the right direction.

If a rainy day puts a dampener on your holiday fun, why not take the opportunity to tidy up the paperwork? You may be able to get rid of old documents you no longer need (make sure you dispose of them securely), find new opportunities, or discover important things that you’ve overlooked. Is your cash working hard enough for you? Has your portfolio become unbalanced? Are your personal insurances all in order? Are you saving enough?

Why not make a Christmas resolution to contact a financial adviser and make an appointment to review your financial situation. You’ll come away well equipped with some New Year resolutions to keep your finances humming along for the year to come.

In fact, if you’re a new client to Future Key Financial and agree to proceed with our services before 29 February 2020, quote the below code to receive 20% off your initial financial plan!* Contact Future Key Financial to schedule a complimentary initial discussion.

FKFNYDISCOUNT2020

*Not available to the under 25’s package.

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Daniel Mathers is an authorised representative (1238174) of Hunter Green Pty Ltd (AFSL 225962). Emily Matthews is an authorised representative (1261200) of Hunter Green Pty Ltd (AFSL 225962). Future Key Financial Pty Ltd ACN 608 953 840 is a Corporate Authorised Representative (1238170) of Hunter Green Pty Ltd (AFSL 225962). The information on this website contains general information and does not take into account your personal objectives, financial situation or needs. We recommend that you seek for specific financial advice if you require advice that takes into account your personal circumstances.