In my role as a financial adviser, I often meet with people who are doing quite well in terms of income, but who feel a little uneasy about whether or not they are really getting ahead financially.
And to be honest, I get it completely.
With many claims on your time and attention – and often multiple ‘moving parts’ making up your financial arrangements – it can be hard to get a firm hold on how you’re travelling regarding your money and wealth.
However without a clear sense of where you stand, and whether or not you’re on track to your bigger goals, it’s easy to feel uncertain and even anxious about your financial future.
The good news is that today there are simple tools that can help lift what I call, the financial fog.
In our financial practice, we’ve introduced our clients to an online wealth portal that simplifies and automates the task of wealth tracking.
By linking it to your financial accounts (including your credit cards, bank accounts, investments such as shares and property, superannuation, mortgage and more), with a click of a button, you can instantly gain a snapshot of where you stand.
This tool also collates information so that your expenses can be automatically categorised – a real bonus when it comes to tax time.
You can also easily review your expenditure and figure out if your discretionary spending matches your budget. In this way, you’ll know if your spending habits are supporting – or derailing – your ability to reach your longer term goals.
Equipped with these insights, you can lift the financial fog and make better-informed decisions – and overall – feel clearer and more confident financially.
Our clients who use our wealth portal greatly value the visibility they gain over their finances and how it helps them better manage their cash flow.
We’d be very pleased to help you do the same.
If this is of interest to you, and you’d like to know more about how our wealth portal integrates with our broader financial services, schedule a free, no obligation appointment with us. Contact us today to learn more.