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Budgeting and Cashflow

Managing your cash flow and sticking to a budget is often hard to do but it is an essential part of any financial plan.

Your adviser can work with you to develop a budget, one that suits you and your lifestyle and will set you on the right path to live the life you want now and in the future.

Using a budget is likely to mean debts are repaid quicker, and savings goals are met sooner.

For those who are retiring, we assist by developing strategies to generate income. This may include rental income, interest, allocated pension payments or annuity payments, and accessing centrelink benefits.

We also revisit your budget and cash flow periodically so that you can gauge how long your capital will last.

To get started, download our free Budget Planner or use one of the many calculators on our website.

 



Disclaimer: This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

Your Adviser may offer you services through Accountcorp Accountants & Advisers which is a separate business.

Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services provided by Accountcorp Financial Planning Pty Ltd.

Accountcorp Financial Planning Pty Ltd is a Corporate Authorised Representative of Securitor Financial Group Ltd Tower 2, International Towers Sydney, 200 Barangaroo Avenue Barangaroo NSW 2000
ABN 48 009 189 495            AFSL 240687
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5 Min Financial Health Check
Because we know your time is precious we've prepared a 'quick-and-easy' questionnaire.

We would like to invite you to complete a complimentary '5-Minute Financial Health Check' to determine your financial priorities.

This is the first step in taking control of your financial future Read more >>