30-day financial health check
There is so much you can do to help improve your personal financial situation. Here are 30 ways to get started....
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As we kick off FY25, we’ve collected 25 things you can do to reach your goals in the financial year ahead.
1. Set your financial goals for the year ahead including things like your savings targets, debt repayment plan, and getting control of any money matters you’re not on top of
2. Create a detailed budget that includes everything from your Netflix subscription and annual car registration costs to how much you’ll put aside for vacations
3. Make an appointment to see an Accountant and/or Financial Advisor as they can give you tailored strategies and tips you may not have considered yet
4. Double check any investments to ensure they are working as planned
5. Pledge to live below your means
6. Set up sub-accounts for your various money goals (some banking apps let you do this easily) so that you can keep track of your progress
7. Automate your savings by setting up an automatic deduction from your pay that goes directly to your savings account (ask your bank about how to set this up)
8. Ensure you have emergency and rainy-day funds saved
9. Check the balance of your superannuation
10. Review your insurance policies and premiums (including the insurance built into your superannuation) to check you are not over- or under-insured
11. Check the balance of any student loans, and read our article on 9 things to know about HECS debt
12. Double check you are happy with how your super is invested, and listen to our podcast on 5 super tips for your superannuation
13. Shop around to make sure you’re getting the best deal on things like bank fees, super fund fees, interest rates, insurance, and utilities
14. Discuss the potential for a pay rise with your employer
15. Do your estate planning, including writing your Will
16. Look into your employer’s salary sacrifice options
17. Ask your Accountant whether you’re missing any tax reduction opportunities
18. Consider whether you have all the insurance you need, like health insurance, income protection, pet insurance etc.
19. Check your credit score
20. Double down on your cyber security awareness, and keep an eye out for the most common scams
21. Increase your financial literacy by speaking to a professional, listening to podcasts, and reading blogs or books
22. Start investing — even small amounts can make a big difference later thanks to compound interest
23. Check your bank statement for any subscriptions you might have forgotten about — and cancel any you don’t need
24. Prioritise paying off high-interest consumer loans like your credit card
25. Reduce your reliance on credit cards and buy now, pay later for discretionary spending
We have friendly and experienced Financial Advisors and Accountants who can help you reach your financial goals.
Contact us and we’ll help: +61 3 9810 0700 |