Sort out your money: financial record keeping tools & systems

Australian Finance Podcast

This might sound like a boring episode, but please bear with us. We can promise you that taking some time to put together a sound record keeping system for your financial life now, will pay off down the track.

In this episode we cover some of the times where having your financial records in an accessible place can come in handy, and why we encourage you to set some time aside after listening to this episode to get on top of things.

Plus, we cover the different financial records you’ll need to keep track of, and some ideas on how to do it (and minimise the paperwork and admin time in your life).

Episode transcript now available via the show notes page.

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

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