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Setting your financial goals & action plan for 2023 (FREE template)

In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask talk about setting your financial goals and creating an action plan for 2023.

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Happy New Years šŸŽ‰

Letā€™s set some financial goals for 2023! Whether itā€™s Bali, your first home or an emergency fund, letā€™s get motivated for the year ahead.

In this episode Kate & Owen chat about reflecting on your progress over the past year, how to set goals you actually achieve in 2023 and each share one goal theyā€™re working towards over the next 5-10 years.

šŸ‘€Ā Download our goal setting template: https://bit.ly/raskgoalsetting

Podcast resources

Don't look down for great deals šŸ‘‡

šŸ“± Pearler, the broker for long-term investors.

Sign-up to Pearler using the code ā€œRASKā€ for $15 of Pearler CreditĀ and learn more about Pearler Rewards here.

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šŸ’ø PocketSmith, a productivity booster for your money.

PocketSmith is not just a budgeting app, it’s an advanced tool that connects to nearly every bank worldwide. Basically, it’s a productivity booster for your money. With PocketSmith, you can organise your money your way and even collaborate with your household and advisors.

Ready to manage your money like a pro? PocketSmith has a special deal for Australian Finance Podcast listeners. Click here to get 50% off your first two months of PocketSmithā€™s Foundation plan.

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you donā€™t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read ourĀ Terms & ConditionsĀ andĀ Financial Services Guide before using this website.

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