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