Home
  • plan
  • Invest
  • Property
  • enquire now
  • Learn
Home
DPN
  • plan
  • Invest
  • Property
  • enquire now
  • Learn

Finance

4 financial tips for a good start to the new year

Starting the new year off on the right foot is especially important when it comes to your finances. In this article, you will find four tips for a good start to financially fruitful 2018.

TAGS

Finance (118) / Portfolio review (12) / Tax (49) / Tips (143) / Budgeting (52) / Personal Finance (87) / Finance (41) / Will (8) / Portfolio review (5)

The beginning of a new year is the perfect time to look at your finances and make smart financial decisions that you will benefit from in the future.

In this article, you will receive four financial tips that will help you have a good start to the year 2018.

4 financial tips for a good start to the new year

Start off the year 2018 by making financial goals.

1. Review Your Investment Portfolio

The start of a new year is a great time to review and adjust your investment portfolio. How have your investments performed in the past twelve months and what other investment opportunities are out there that you would like to explore and potentially add to your portfolio?

DPN offers complimentary portfolio reviews to ensure that you are well positioned to generate strong returns form your property investments going forward.


RELATED LINKS

  • 4 top tips for successful investing

2. Adjust Your Budget

The start of the near year is also a good time to review your monthly spending budget. What were the areas last year where you have spent more or less than expected? Use that information to adjust your new budget accordingly. Perhaps you will even be positively surprised and realise that you can put more money aside each month in the coming year.

New year perfect time to look at finances

The beginning of a new year is the perfect time to look at your finances.

Free - No Obligation

Ask us for a free Property Investment Plan

3. Create a Will and Update Beneficiaries

If you are married and/or have children, it is important for you to set up a will if you have not done so already. Also, it is important to update all beneficiaries in case you have had new additions to your family.

Additionally to writing your will, you should also take out a life insurance policy if you have not already done so. That way, you know that your family is financially taking care of in case of your premature passing.

4. Create a Tax Plan

Finally, you should also take time in the new year to review your taxes. While the entire topic of paying taxes is a pain point for most people, talking to a tax advisor and setting up a plan can end up saving you money on your taxes in the coming years.

 


Follow us on Twitter for more news, tips and inspiration.
Like us on Facebook and Google+ explore our Pinterest boards.

Like this article or found it helpful? Share it!

Newsletter

Receive our articles directly to your inbox

Next article

3 things to buy after Christmas for less

Go to articles list

Programs

Work with us
Giving back
Become an affiliate
Refer a friend
Help desk
Property Management
Finance

Locations

Head office
Australia
Hong Kong
Singapore

Contacts

Toll free in Australia
P. 1300 723 318
Outside of Australia
P. +61 2 9525 2033

Social Media

Newsletter

Terms of use | Privacy policy | Guarantees

This information is provided by DPN Pty Ltd ABN: 94 630 700 186 Australian Credit Licence 514759. DPN Finance Pty Ltd is an authorised credit representative 504129 and related entity of DPN. Credit for Dream Big 100% Offset and Work Smart 100% Offset is provided by Adelaide Bank a division of Bendigo and Adelaide Bank Ltd, ABN 11 068 049 178 and Australian Credit Licence 237879. Casa Capace Operations Pty Ltd, NDIS provider number 4050038018 trading as Casa Capace.