Know the 3 golden rules
Last reviewed October 2022
Financial advice is everywhere you turn these days and despite all the tips, tricks and new digital tools to manage your finances, these three golden rules will never change, they remain timeless principles that are still as relevant as ever.
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Make smart decisions. Understand the difference between your needs and wants, know your income and live within it, and don’t take on any unnecessary debt. It's really that simple.
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Planning for the future involves preparing for the expected as well as the unexpected. A financial plan that covers both is essential which helps to remove anxiety about the future. We're here to help.
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Be patient. Get rich quick schemes tend not to work so sticking to your long term strategy is the key ingredient to wealth creation. The role of your Financial Planner is to guide you through the good times, and the bad times, and help you continue to make smart decisions about your money.
As Warren Buffet says, “Don’t save what is left after spending, spend what is left after saving."Julian McLaren AKW Wealth Adviser
Make your goals become a reality.
Following these three simple rules will help keep your finances in good shape, but we understand that details about money can sometimes get a little complicated. An important part of our role is to help you create a clear picture of the life you want, protect you from any nasty what ifs, and help you take care of the people you love.
Read more on how we do this and the benefits of a financial planner here.
Julia Roberts
On-Brand. On-Message. Online.