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New Year, New Financial Goals and New Perspectives




Whether you need to do a money stock take or want to draft some new financial goals, the start of the 2025 is a great opportunity to get some clarity around your goals and maybe a time to take a new perspective. A new year is an exciting time for resolutions and can be a fantastic springboard to better things.

 

Here is a new perspective. Money can’t buy you everything but getting your priorities right it can facilitate in providing you with the luxuries that can bring joy and satisfaction to your busy life.

 

Consider your goals in terms of:

 

  • Making time to do the things that are most dear and passionate about

  • Look after your health

  • Able to relax and be mindful

  • Enjoy slow mornings and not be racing to get to work

  • Travel and explore

  • Rest and take it easy

  • Meaningful conversations with friends and family

  • Home cooked meals

  • Spend quality and guilt free time with your loved ones

 

A different perspective is what you may need.

 

Happy New Year!

 
 
 

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Stu Varidel AR 324007 and Your Choice Financial Planning Pty Ltd ABN 80124246877 trading as Heart Financial Advisers CAR 323623 are authorised representatives of Sentry Financial Services Pty Ltd ABN 30 113 531 034 & AFSL 286786.

Warning The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Heart Financial Advisers and Heart Mortgage Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

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