My Money Map
Take control of your finances by combining your ideas and goals with our knowledge and experience. MyMoneyMap is the blueprint that will set you on the right path to financial success.
Download our free Introduction to Lifestyle Planning guide by clicking the image below.
Nobody plans to fail – however, many of us fail to plan. Most people would not leave on a road trip to a place that they’ve never been before without taking a map, or at least, noting down some directions.
So why is it that when it comes to something as important as your finances, we often operate without a detailed plan? Why do we feel that we can reach our financial goals without a clear road map even though we know that the journey is usually a complicated one? With McCarthy Money, it’s never too late to start. We understand that as your life stage changes, then so will your priorities, and we are with you every step of the way.
MyMoneyMap is a simple way of mapping out your financial future. By focusing on your borrowing and taxation requirements, no matter which life stage you are at, MyMoneyMap is an essential tool that helps provide clarity and direction.
MyMoneyMap is a working document that is designed to help your family make financial decisions. Many of life’s major events involve borrowing money and understanding the taxation implications is a key element to success. MyMoneyMap takes into consideration all of your life’s major money moments, such as:
- getting married
- purchasing your first home
- investing for the future
- immigration from another country
- recovering from divorce
- educating your children
- renovating or upgrading your residence
- building wealth for retirement
A common question that gets asked is where do you start when putting a plan together? McCarthy Money has a set of financial exercises which our coaches will guide you through. The exercises will help us get to know you, learn what is working for you financially and what is holding you back. It will help you discover what you’re looking to achieve, clarify where McCarthy Money can add value and help prioritise the goals you already have, or set during the process.
Consider McCarthy Money as your money partner through life. We help you to develop the strategy required to achieve your financial goals. Essentially, MyMoneyMap is the process of combining your ideas with our own knowledge and experience – to ultimately give you the best shot at success.