The "Disciplined Accumulator"

We find that this money profile type typically shows a number of the following traits:

• Has a surplus monthly income.
• Often has a written budget and adheres strictly to it.
• Often runs multiple savings accounts dedicated to different savings objectives.
• Ensures any consumer finance is limited to interest free periods. This includes repaying credit cards off in full monthly.
• Often has 12 months or more of liquid cash or savings at any time.
• Often has a regular contribution to continually building their cash reserves.
• Often has regular contributions to discretionary investments such as shares or managed funds.

Do any of these sound like you? If so, then it’s likely you’d benefit from some tailored financial advice to help you create greater financial certainty.

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