Please be aware that all applications received from Friday 19th December are unlikely to be processed until our office reopens in the New Year.
Many thanks for your understanding, we hope you have a Merry Christmas and a prosperous New Year.
In Brief: How can you achieve your financial goals? #TipTuesday
Tuesday, 07 September 2021
The key steps toward financial security are to translate them into your own terms. What, exactly, are your personal financial goals? If you have trouble sorting them out, try classifying them as either wants or needs.
Go a step further and add short-term, medium-term and long-term to the descriptions. Now you have some useful labels you can apply to your priorities. If you’re not sure where to start or what your goals should be, we’ll help you provide a framework to consider them.
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Please be aware these articles are for general information purposes only and correct at time of printing. We will
not accept responsibility for any errors made or actions taken by any readers that have acted on the information
contained. Answers given are for guidance only and specific advice should be taken before acting on any of the
suggestions made. All information is based on our understanding of current tax practices, which are subject to
change. Always remember when investing, past performance is not necessarily a guide to future performance and
the value of some investment units can fall as well as rise.
