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Financial Wellbeing for Principals – Balancing Today and Tomorrow

By Melina Pisani

As Term 4 wraps up and we head into the festive season, it’s time to celebrate the incredible work you’ve done this year. The end of the school year is a chance to pause, reflect, and enjoy time with family and friends. Christmas is about connection and gratitude and as we look toward the New Year, it’s also the perfect moment to think about your own wellbeing, including your financial health.

 

Can you enjoy life now without compromising your future?

Absolutely. But it takes a plan. Financial wellbeing is about more than retirement it’s about balance. It’s about knowing you can support your lifestyle today while still preparing for tomorrow.

 

Here’s how I help principals find that balance:

 

  • Tax Concessions

    Are you making the most of available tax strategies for the 2025/2026 financial year? Smart planning now can reduce your tax burden and boost your savings.

     

  • Cash Flow

    Are you spending with intention, or just reacting? A clear budget can help you take control.

     

  • Debt

    Are you on track to reduce or eliminate debt before retirement? Strategic repayments can free up income and reduce stress.

     

  • Big Goals
  • Want to travel, renovate, or support your kids? I help you plan for these milestones without derailing your long-term security.

     

At Frontier, we understand the demands of school leadership and we know how to build financial strategies that support your life, not just your retirement.

 

Start the New Year with Confidence

 

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The January school holidays are an ideal time to set yourself up for success. Book a complimentary financial wellbeing session and take the first step toward a clear, confident plan for 2026 and beyond.

 

👉 Reserve your spot today 

Book your appointment here

Or email me at melina@frontierfg.com.au or call (03) 9671 4550.

 

Merry Christmas and have a safe and happy New Year and let’s make next year your most financially secure yet!

 

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