Your Financial Future
You are establishing and building your career and perhaps starting a family.
You may be looking at:
- getting married
- first home
- having children
- income protection
- debt management
- family healthcare
- business planning
This is your consolidation stage – achieving a comfortable lifestyle and thinking about managing your long-term future.
You’re likely to focus on:
- protection of lifestyle
- healthcare
- investments
- tax management
- inheritance
- retirement planning
- long-term care planning.
With 20 or more years of retirement ahead of you, your priorities will depend on how well you’ve prepared.
Your main concerns may be:
- protection of assets
- debt elimination
- family healthcare
- helping your children
- retirement planning
- wills and trusts
- business exit strategy.
This is the time to indulge in hobbies or travel, enjoy your family and prepare for transferring your wealth.
You may be thinking of:
- protection of assets
- healthcare
- aged care planning
- inheritance tax mitigation
- gifting to family
- preserving your capital
- estate planning.
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