How healthy is your family budget?

This general lack of confidence in money management stems from our individual behaviours and habits that often drive our spending patterns.

Gaining control over your cash-flow and managing your money effectively is the foundation to achieving financial success. This ensures your hard earned money can be allocated towards your personal priorities and financial objectives.

Here are our tips for ensuring your family entity runs at a cash-flow surplus:

  1. Simplify your banking structure
  2. Track your spending for a month
  3. Set savings targets and establish a budget
  4. Track your progress and make adjustments as needed

Contact our office to receive your complimentary budget planner tool, to help you implement the above steps and ultimately take control of your money.

Simon is Managing Director of Orbis Wealth Management, a Mornington based Wealth Advisory business, helping families achieve their goals.

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