Advice for every stage in life : mid-life

No two financial plans are the same, especially taking into account different stages of life.

A person in their 30s will need very different advice from a person in their 60s.




This is your consolidation stage – achieving a comfortable lifestyle and thinking about managing your long-term future.

You’re likely to focus on:

  • bigger family home
  • family holidays
  • change of job
  • protection of lifestyle
  • healthcare & work/life balance
  • investment property
  • flexibility at work
  • funding children’s education
  • managing your own super with a self managed super fund
  • tax management
  • retirement planning timeframe

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top