A new financial year can be a great time to check that you are on the right financial track. Here are three simple tips that might get you started in 2010/2011.

• Revisit your budget
  – Taggart Partners has some terrific templates for home budgets that will help you understand what you earn and how you spend it now and for your future. Also check-out http://www.understandingmoney.gov.au – it’s full of great tips for saving money and how to plan your own budget.
   
• Financial Planning
  – make an appointment to see your financial planner. Circumstances change so ensure you meet at least annually with your financial planner to review your retirement and wealth creation plans.
   
• Visit Taggart Partners
  – it’s a great time to make sure you have all the necessary things in place for 2010/2011. We can help you make sure your tax plan fits with your income, your financial plans are on track and your business plans reflect your current activities.