While having your financial foundation in place won’t completely shield you, it can mean there’s one less thing you have to worry about: your financial security today and into the future.
We’ve designed this worksheet to highlight some of the foundational concepts you should consider so that – no matter what happens – you can stay on track towards achieving your financial goals.
Fill out the form below to download the worksheet.
What's Inside?
Knowing Your Numbers
It’s important to figure out your numbers, where your money is going, and why. Only then can you understand what you need as a financial buffer to remain secure if something were to happen.
Growing Your Wealth
Part of protecting your financial future includes making active choices to grow your wealth. You don’t want to leave this too late – learn some of the levers you can pull to achieve your wealth goals.
Insurance
Are you appropriately insured to protect your stuff, yourself, and your future? It’s a key piece of armour to protect your assets in case of an emergency. This includes your tangible assets – like a car or house – but also intangible assets like your income.
Where to Go for Help
It’s worth having a neutral third party that can support you and review your financial plan to help you understand your numbers. An enable.me financial coach and adviser can check you have the right cover in place.
“Part of protecting your financial future includes growing your wealth – you don’t want to leave this too late. The earlier you start, the less of an impact a loss of income might have on your future financial security.”
“Debt can be a huge drain on your finances at the best of times, but this will only get harder to manage if you lose some or all your income.”
“Preparing for something that may not happen is easy to add to the ‘do later pile.’ But if you keep on putting this off, by the time it becomes necessary, you’ve likely left it too late.”
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