Cave Financial Services

Make 2016 the Year that your Money Works for You

Thu March 3rd 2016



Now the silly season is over, it's time to get on top of your finances. Don't let all those New Year's resolutions go to waste. If financial freedom was on your list, let's make 2016 the year that your money works for you.

Here are five simple steps to get you on your way:
1. Understand your current financial situation.
· What do you earn versus spend?
· What do you owe versus own?
You need to know your starting point before we can work out where you're going.


2. Create some clear financial goals.
· Pay off debt, buy a bach, prepare for retirement, buy an investment property
Whatever it is, you need a clear vision, then talk to us about some specific strategies to help you achieve that goal.


3. Identify what's holding you back.
· Lack of visibility of your finances?
· Poor debt management?
· Lack of control?
We can give you techniques to mitigate all of these and make your money work for you.


4. Give yourself small rewards along the way.
· Is your approach all or nothing – that's hard to stick to.
Let us help you build in small rewards that keep you motivated.


5. Define what it will take to reach your goals
· Restructure debt, manage cashflow better, create a budget.
We'll work with you to implement an achievable plan.


Take charge of your financial success. Call us now to make 2016 your year of financial freedom.



Need some help?

Drop us a line using the form below and we'll be in touch to talk through your insurance or financial needs.


"I am thrilled with the advice and service Michael provided me for financial planning and for personal insurance. Trustworthy and a very nice chap! I highly recommend his services."
Andrew Malmo

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