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  • Writer's pictureAga - Mortgage Broker

Spring clean your finances

  • Is your mortgage deal ending in the next few months?

  • Are you planning to buy your first home or move to another property in the next 12 months?

  • When is the last time you have reviewed your insurance policies? Are you certain they meet your needs?

  • Are your insurance policies in trust?

  • Has anything changed since you last got your insurance? Got a new child, partner, or one of your children turned 18? Maybe you got married or got divorced?

  • When is the last time you have reviewed your will? Or maybe you still don’t have one?!

Just like doing a spring-clean to our homes, it’s good to sort out our financial matters from time to time.

Make it a goal to have everything you need in place for the peace of mind of yourself and your family.

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