age groups
Often it is difficult to plan or to take the time out to look at where you are heading, what opportunities are you missing out on, could you be doing it better or what would happen to you if the unexpected occured.
Below are the KEY AREAS that our clients seek advice on from us to help improve their financial future and well being. WARNING: Contents and discussions contained on this page are not recommendations or advice to you. The contents are intended to be general in nature and professional financial advice before proceeding is a must and highly recommended as there are risks.
Below are the KEY AREAS that our clients seek advice on from us to help improve their financial future and well being. WARNING: Contents and discussions contained on this page are not recommendations or advice to you. The contents are intended to be general in nature and professional financial advice before proceeding is a must and highly recommended as there are risks.
age 50 - 65
If you are aged 50 to 65 you can relate to the challenge of balancing everything in life and making plans for a secure financial future and well being. Retirement will sneak up on you.
As a starting point we suggest addressing the following KEY AREAS.
- TAX - reduce tax on your income and the interest you earn from your investments
- INVEST - start investing early to build your wealth as time is your best friend
- SUPER - ensure your Super is invested correctly and ongoing fees are not to high
- TRANSITION INTO RETIREMENT - reducing work hours and tax on your income
- RETIREMENT - will sneak up on you quickly. start saving early as time is your best friend
- DEBT - if you have debt make sure it is set it up correctly to pay the least amount of interest
- WILLS & POWERS OF ATTORNEY - protect your assets & document your wishes
- SPENDING PLANNER - focus on earning more then what you spend
age 65 +
If you are at least aged 65 it is important to ensure you have your strategies set up correctly to provide a regular income to live and have fun.
As a starting point we suggest addressing the following KEY AREAS.
As a starting point we suggest addressing the following KEY AREAS.
- CENTRELINK - check your eligibility to see what benefits you can get
- TAX - reduce tax on your income and any interest you earn from your investments
- SUPER - set up your Super into a Tax Free retirement income stream
- WILLS & POWERS OF ATTORNEY - protect your assets & document your wishes
- SPENDING PLANNER - keep an eye on your expenses
- AGED CARE - understand your options and how best to enter an Aged Care facility