July 2023 Financial Checklist

Manarola, Italy
Photo by Alexander Ramsey on Unsplash

It’s July, folks! Which means two things: we’re more than halfway through the year, and everyone’s in Europe! On that note, here’s a checklist full of everything you’ll need to get through the month ahead.

Your July 2023 Financial Checklist awaits…

1. Get a good deal on your next trip

Is it me, or is everybody and their mother in Europe right now? Seriously, they might as well rename the month ‘Ju-rope’. You can tell I’m totally not bitter at all… 

If you’re getting FOMO from your Insta-feed that’s full of Paris and paella pics, and are seriously considering booking flights to Barca, then be sure to check out some of the following travel sites so you can hopefully score a better deal:

Speaking of which, be sure to check out Mozo’s free travel insurance comparison tool so you can start comparing travel insurance policies today.

2. Mid-year financial check-in

With the new financial year well underway, now’s a great time to check in with your finances. It’s also a great time to check in with any financial goals you might’ve set earlier in the year – or perhaps, make some new ones. 

Here are some handy tools that might help you set your FY2022-2023 plan:

3. Lodge your tax return

It’s tax time! Whether we like it or not, lodging your tax return is just another one of those things that we all have to do. Depending on your current financial situation, you might opt to lodge your tax return with the help of an accountant – or by yourself online.

Check out our free Income Tax Calculator for some handy insights into your tax situation.

4. Take a calculated risk this Cancer season

Hey, Cancer! With Saturn entering your house of expansion from March until the end of the year, you might feel inclined to take more financial risks in 2023. Just ensure they’re calculated risks that don’t involve spending beyond your means.

You might find yourself exploring new investment opportunities, like buying shares or another form of investment. Just be sure to do your research first, Cancer!

5. What to watch in July 2023

Looking to mix up your winter movie list? Here’s what’s new on streaming in July 2023:

That’s all for this month! We’ll see you back here next month for your August 2023 Financial Checklist. Until then, go and check out our life & money hub!


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