End of year tips

Nov 2023

As the year comes to a close, the 360Health team shares some tips on how to reflect on the year that was and plan for the year ahead.

2023 the year that was…

  • How did you go against what you set out to achieve?
  • Where have you succeeded and what have you learnt – be proud and celebrate this!
  • Reflect on – where might have you gone better and could focus on in 2024?

Christmas and New Year….

  • A special time to connect and often filled with emotion - emotion can often cloud spending decisions with most of us spending far more than we had planned
  • Set spending limits – don’t set up for the January spending hangover
  • Plan for experiences and time together – often more memorable and lighter on your bank account
  • Enjoy the moment with friends and family! Make the most of our beaches and landscape

Where are you going in 2024…

  • Take the time to plan – set some meaningful financial goals for the short (2024), medium (2025/26) and long term (2027+)
  • How will you track your progress? Not tracking outcomes is a reason many of us make less progress than we hope for
  • Are you and your significant other on the same page? Sharing your goals and keeping each other accountable and motivated can magnify your success
  • What’s your plan to invest in yourself in 2024? New money skills eg understanding investing or improving accountability for short term goals with a reward for success.

While care has been taken in preparing this content, MetLife Insurance Limited (ABN 75 004 274 882, AFSL 238096) (MetLife) does not warrant or represent that the information, opinions or conclusions contained in this information are accurate.  The information provided is general information only and is current as at the time of production. It has been prepared without taking into account your personal objectives, financial situation or needs and you should consider whether it is appropriate for you. It is not intended to be a substitute for professional advice and should not be relied upon as such. MetLife recommends that you obtain independent and specific advice from appropriate professionals before implementing a financial strategy, including reading any relevant product disclosure statements and/or terms and conditions. 

Before deciding whether to acquire, or continuing to hold, any of our products, please read the Product Disclosure Statement and Target Market Determination available at MetLife Protect is issued by MetLife and MetLife Protect Super is issued by Equity Trustees Superannuation Limited
(ABN 50 055 641 757, AFSL 229757) (ETSL).

More articles from MetLife 

Read more