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When it comes to assessing the most appropriate path moving forward for your personal finances, it can often help to take stock of your personal circumstances (financial situation, goals and objectives).

By laying out the details before you, it can give you the opportunity to see things from a big picture point of view, as well as zero in on specific areas (and, assess whether something needs to be addressed). If you are not sure where to start, then you may find the financial checklist below helpful.

We already know a lot of this information about our clients; however, it’s a good time to have a refresher. Importantly, after reviewing your personal circumstances, if you think a specific area needs addressing (or simply have a question that you would like answered), then please remember that we are here to help.

View the full article here https://terrycross.financialknowledgecentre.com.au/kcarticles.php?id=2025