July 03, 2023

Luke on 2CC – New Habits for a New Financial Year

17 minutes

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 30 June 2023. The topic this week for the show is: What are you financial new year resolutions? Will you make some changes to the way you do things or are there some new habits you want to adopt? Luke explores what some of those actions and behaviours might be, so you set yourself up for continued success.

Key topics covered include:

If you haven’t made a contribution to super by 30 June, you’ve probably left it too late for this financial year!

Start directing some money to something positive – Have you got a savings plan?

Set short term goals, they really help with long-term planning when used in succession

Implement and review as you go, reward yourself when you reach your goals

Budgets also make a difference – do you know where your money is going?

Educate yourself as there are often opportunities you are unaware of.

Finally, Luke shares his top tips around change and starting new habits for the new year.

https://www.envisionfinancial.com.au/wp-content/uploads/2023/07/The-Strategy-Stacker-Luke-Talks-Money-30062023.mp3

Also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’

Do you need help with your own new financial year goals?

How will you start the new financial year? Will you start a savings plan, work on your budget or start educating yourself about financial planning? Start small but start something to make a difference! Seek advice if you need help.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super, retirement and more! Make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ next week. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Smart Money Strategy is out now.

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By Luke Smith