Financial Goal Setting for a better financial future

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www.inspiredmoney.com.au

Life Event:

Reach Age 50. We take you through the following steps to help you identify what areas are affected and what you need to consider. Growing it: Evaluate the benefits of salary sacrificing We use your Investment Plan to explore your investment options and empower you to choose what’s best for you. Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.

Leveraging it: Explore debt reduction strategies We use your Debt Plan to eliminate your mortgage and create wealth. Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.

Enjoying it: Determine realistic retirement goals and strategies We use your Retirement Plan to help you achieve your ideal retirement. Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.

“ All who have accomplished great things have had a great aim, have fixed their gaze on a goal which was high, one which sometimes seemed impossible.” — Orison Swett Marden

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