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Money Mindset


How do you feel about money?


It’s your relationship with money that is more important than the amount you earn or what you own. And then it’s the choices and decisions you make with the money that you have.

To better understand your money mindset, try answering the below questions either individually or with your partner:


1. Did your family talk about money growing up?

2. Do you feel the need to justify your spending? How would you label your spending habits?3. What keeps you awake at night about your finances?

4. Do you know what your financial goals are?

5. Has the pandemic changed the way you spend? Will you do anything differently once normal lifestyles return?


If you’re not comfortable with your answers, try to visualize the life you want or goals you wish to achieve. Understandably, it is challenging right now, and everyone’s financial situation has been impacted differently. Know that you can take charge and be the designer of your own life.


Need someone to brainstorm with? We would love to hear from you.

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South East Financial Group Pty Ltd trading as South East Financial Group is a Corporate Authorised Representative of Advice Loop AFSL No 519172

South East Financial Group is a Credit Representative of AFG for Mortgage Broking Services.

The information contained on this website is general in nature and does not take into account your personal situation. Consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

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