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FINP066 Three-minute financial check-up (592 words)
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FINP066.docx
Description
With finances often stretched around the holiday season, this article is designed to engage your clients with a quick three-minute checklist to ascertain if their financial situation is on track heading into the new year. A 12 question checklist is included within the article.
Introduction
While the standard of living is constantly improving in Australia, economic disruptions, stagnant wage growth and house prices are putting more and more people under financial stress.
A recent report by the social research group, the Melbourne Institute, ‘Taking the Pulse of the Nation’, found one in three Australians reported being under financial stress while one in five reported experiencing mental distress.
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