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Five Tips To Designing The New Financial You In 2019

Affinitas Financial Planning can help you get on track for record growth in 2019.

Job success never happens by accident. People plan, study and work hard for many years to achieve their career goals.

At Affinitas Financial Planning, we can help you channel that same steely determination into designing your financial future.

Affinitas Financial Planning can help you get on track for record growth in 2019.

By working with us through these five simple steps, you can be well on your way to financial freedom by this time next year.

Live for Now AND The Future

You really can have a life now and start setting aside for the future. You are going to earn better money as the years progress – so you just need to get into the right financial mindset – one that strikes a balance between having fun and setting yourself up with long term investments. 

Discuss and Set Goals

Once you start working, life can fly by at a pretty hectic pace. It can be of enormous benefit to sit down and just consider your short, medium and longer term financial gals. And there are no cookie cutter solutions. Every financial plan should be tailored to each specific individual or family group.

Do a Budget

This a very boring subject to many – but one of the essential building blocks of any financial plan. Once you know what you spend and plan for your regular bills, you will then know what you have left over for savings goals. We can help you through the budget process.

Make Your Bank Accounts Work Hard

Use electronic banking to separate your money into different accounts for different purposes. For example, many people find it handy to use three accounts – one for everyday expenses, another for bills and a third for savings. The trick is to treat you savings goals just like any other bill – money that must be set aside just like any other regular commitment.

Get The Safety Net In Place 

You only have to watch the nightly news to realise how an adverse health outcome can negatively impact on financial plans. Get advice on putting good quality insurance cover (life, TPD, trauma and income protection) in place while you are young and fit – and make sure these levels of cover are reviewed as your circumstances change.  

As you continue working hard in your career, don’t lose sight of WHY you’re working so hard.

Enjoy the fruits of what you have achieved now – but also start working towards a time when your investments will pay you enough income to allow you the freedom to decide when you want to travel, work or just put your feet up and rest.

So are your personal finances in healthy shape for 2019?

If not, get in contact with Affinitas Financial Planning today.

The above information is general in nature and the advice may not be right for you. You should consider the appropriateness of the advice in light of your own financial objectives, needs and situation before acting on the advice.

Affinitas Financial Planning is an Authorised representative of MGD Wealth Ltd, Authorised Representative No.283002

MGD Wealth Ltd is the holder of Australian Financial Services Licence No.222600. ABN 53 009 079 725, Ground Floor, 175 Melbourne St, South Brisbane QLD 4101

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  • I’ve been dealing with Affinitas Accounting for about 3 years now and I have found them to be nothing but friendly and helpful. I’m a Bookkeeper and on occasions have been stuck with various accounting problems. Affinitas have not hesitated to spend time with me until the problem was solved. Any queries or questions have always been answered in a timely manner.

  • I highly recommend coming here for all your tax needs! They explain everything you need to know about tax thoroughly and go about there jobs professionally, always leave here with a cheery smile and satisfaction.

  • Affinitas Accounting has been so helpful with the restructure of my business. They made it an easy process and explained it in a language that was easy to understand. My ongoing tax and gst is all prepared by them, they’ve really taken the stress out of it all to let me focus on growing my business.

  • Tax Accountant & Financial Advisor Brisbane - Affinitas Accounting
    Rebecca & Russel Johns

    Since moving to Affinitas Accounting we have a clear understanding of companies and trusts. We have no hesitation in saying the team here will meet and then exceed your expectations! I never feel like i am annoying them. Thank you Team Affinitas

  • Tax Accountant & Financial Advisor Brisbane - Affinitas Accounting
    Paul Maclaine

    Affinitas has looked after all our financial needs for our business and personal tax returns. We have been with our accountant for 10+ years. I have no hesitation in recommending Affinitas to anyone looking for an accountant or any financial advise. We have always found and received friendly professional and practical advise.

  • For the past 6 years, Tammy has been lodging our tax. The team always spend the time to explain how things will affect us and always manage to maximise our returns. We highly recommend the team to anyone we speak to and have had friends move to do their future tax with the team at affinities accounting. Couldn’t recommend them highly enough.

  • Tax Accountant & Financial Advisor Brisbane - Affinitas Accounting
    Kirsty Whittaker

    I’ve been using Deb from Affinitas Accounting now for many years and have found her to be excellent in looking after my taxation needs. I’m in Tasmania, Affinitas Accounting is in Queensland and distance is no barrier. She understands my business needs, everything is done in a friendly and efficient manner and I happily recommend to anyone looking for ‘down to earth’ taxation advice.

  • Tax Accountant & Financial Advisor Brisbane - Affinitas Accounting
    David Williams

    We’ve been with Affinitas Accounting for over 5yrs when they were known as Online Accounting & Taxation Solutions. From our initial phone call with Brad looking for an accounting team that would meet our expectations as well as provide efficient service, we’ve been really impressed with the team’s professionalism, knowledge & expertise.

  • Tax Accountant & Financial Advisor Brisbane - Affinitas Accounting
    Allyson O'Connell

    Debbie is our accountant and has been for seven years. She is thorough and always does what she can to honestly get us the best return but always adheres to the ATO guidelines. We recommend her to our friends and wouldn’t take our business to anyone else. Thanks Debbie.

  • We have only been with Affinitas Accounting for the past 12 months but in this time they have by far exceeded our expectations of an accountant and far surpassed previously used accountants.
    Affinitas are not just about annual returns, BAS statements etc, they take the time to get to know you enabling them to provide advise to help you work toward personal & business goals.

  • Tax Accountant & Financial Advisor Brisbane - Affinitas Accounting
    Mark D’Andrea

    Can’t fault Affinitas.

    Have been coming here for years (when it was then called online tax). Deb has been happy to always go the extra mile and doesn’t mind dispensing helpful advice throughout the year.

  • Tax Accountant & Financial Advisor Brisbane - Affinitas Accounting
    Deagon Fixing

    I have been a client of Affinitas Accounting (previously Online) for the past 8 years. It is like a one stop shopping experience, all my needs were addressed in the one office.

    Thanks Affinitas you for all your assistance and I would strongly recommend them to anyone to use

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