How’s Your Financial Health?

The start of a new financial year is always a good time to set new goals, with increasing financial health an important consideration for many households.

It’s the time of year when many of us visit our accountants to get our tax sorted, taking the opportunity to map out a plan for the future, perhaps fine tune the budget and ensure any investments are performing at their peak.

A great weapon to have at your disposal is an accurate, up to date valuation of your property or properties – be it family homes, rentals, commercial investments or land. 

Maybe it’s time to unload that block of land you’ve been sitting on for years and invest elsewhere? The solid returns of the right commercial investment might be something to consider? Is it the right time to buy a holiday property? Are you thinking of downsizing, upsizing or just need a change of scenery?   

To navigate the path forward, a solid understanding of what your current investments are worth is essential.

The end of financial year is also an opportune time to ensure you are getting the best value for money from your bank. Speak to your provider about what they can offer and be prepared to shop around to find the best deal for you. Remember, banks are unlikely to tell you about their competitor’s product, so the services of an accredited mortgage broker may be worth considering.    

Having negotiated the majority of sales in Caloundra and surrounds over our long 85-year history, nobody understands the local market like Henzells. 

We are the one stop shop for all your property needs – including free valuation services to get your health check underway.