James Lucas Money Management Masters | Financial service
James Lucas Money Management Masters
Phone: 1800 969 455
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24.01.2022 How to CONDUCT a family GOALS CONFERENCE When was the last time you sat down as a family and discussed your individual goals? Our ultimate goal is to be happy and live harmoniously so why not define those areas where you are willing to compromise and where you are not?... Before coming together each person should write down their goals. Now answer the following questions: 1. Which parts of our current lifestyle do we NEED? (ie. health insurance, private school). 2. Which parts do we WANT? (ie. annual overseas trip). 3. Which parts can we do WITHOUT or COMPROMISE? (ie. takeaway, private tutoring). 4. How will we each obtain those GOALS? (ie. part-time work, smaller house). Putting the time aside to discuss these points will enable all family members to be work together as a team and reach a common goal/s. Talk to James Lucas - Money Management Masters today about how we can help you to manage your finances!
18.01.2022 4 reasons to consider a WEALTH COACH Many of us are quick to hire and pay for a personal trainer to address our need to get fit and into shape however when it comes to our personal finances few are willing to hire a professional steer them to financial security. We have listed 4 reasons to get on board and see to your finances once and for all!... 1. Financial Independence - Are you aware of how much you need to save to retire in comfort? If not you need a plan to get you there. A professional can help you. 2. Regulatory Changes - You need to keep up-to-date with changes in the industry that will affect your investments. 3. Are you happy with a basic financial plan? Keep in mind that a professional is with you long term and will be with you every step to achieve your financial goals. 4. Willpower - How many of us begin a new fitness regime only for it to fall apart weeks later? 'Tough Love' from a professional will keep you on track. Talk to James Lucas - Money Management Masters today!
05.01.2022 APPLY for your $100 voucher through the Office of Sport! From the 31st January 2018 parents, carers and guardians have been able to apply for a $100 voucher per year for each child enrolled in school aged 4.5 years until 18 years old. The NSW government has applied this initiative to help kids to be active with the new Active Kids program.... - The voucher may be used at anytime during the year that it was issued. - In order to use the voucher, give your voucher details to an approved Active Kids provider. - The voucher can be used for registration, participation and membership costs for sport, fitness and recreational activities. Follow the link to apply for your $100 voucher today. https://sport.nsw.gov.au/sectordevelopment/activekids
