Plan 2 Prosper

My wife and I recently sat down and looked at where we are now, compared with where we were a few years ago. We both resisted taking the time to actually implement some processes or sit down and spend the time reviewing our personal budget for a long time. I’m glad we finally did something. We occasionally still have our blow outs, but that is human nature. We now have the habit and processes in place that keep us on track.

The proof really is in the eating of the pudding. The time we spent then really has been an investment in our future. As the old saying goes: if you fail to plan, you are planning to fail.

There is a lot of useful information available on the internet that gives tips and hints to help people in various situations. It is important to try a few things and make sure the process you use is the right one for you. Not wanting to use another adapted cliche but I can’t help myself; budgeting works … the results won’t happen over night, but it will happen. 

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Dan Smith is a self employed Financial Planner based in Rockhampton. He has clients in various locations throughout Australia but predominately in Central Queensland and specifically the geographic area encompassed by the Rockhampton Regional Council.

The traditional role of the financial planner has been to help clients protect and increase their wealth. However, wealth creation has often taken priority over a more basic requirement for most people – the need to protect it. (more…)

An adviser’s role is as much about giving an education in investment realities as it is about finding the best returns. Preparing clients for the tough times is part of the cycle … (more…)

Forgive me for misquoting these words from a timeless Cat Stevens classic …

Now I’ve been happy lately, thinking about the good things to come and I believe it could be something good has begun.

What do you think I am thinking about? My business – Plan 2 Prosper, my family, the community I live in. Perhaps its all, perhaps its more ….