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Keeping you up to date

Love them or hate them, keep them or break them….many people choose the New Year to set some goals for the next 12 months.  And while goals are great to have, they are of no use unless you follow through with action - and track your results. The ASIC Moneysmart website has some great tools to assist you to manage this process. They have budget planners, savings planners, goal tracking apps and handy hints to help you achieve your aims. To find out more please click here. Or if you feel you’d like a more personalised plan, feel free to contact our office and we can tailor something especially for you.

General Advice

The information provided by Bentleys (Sunshine Coast) Pty Ltd does not constitute financial product advice and is for general information only. It is written without taking into account any individuals personal objectives, situation or needs, and is not intended as professional advice. Any person acting upon such information without receiving specific advice, does so entirely at their own risk. Please contact your Accountant to discuss your personal situation before relying on this information.