Your Financial Timeline

20-
0
40-
0
50-
0
60-
0

Starting to grow

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

Establishing roots

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

Your focus will be on:

  • Protection of lifestyle
  • Healthcare
  • Investments
  • Tax management
  • Inheritance
  • Retirement planning
  • Long-term care planning

Pre-retirement

With 20 or more years of retirement ahead of you, your priorities will depend on how well you have
prepared.

Your concerns may be:

  • Protection of assets
  • Debt elimination
  • Family healthcare
  • Helping your children
  • Retirement planning
  • Wills and trusts
  • Business exit strategy

Enjoying each day

This is the time to indulge
in hobbies or travel, enjoy your family and prepare for
transferring your
wealth.

Your focus will be:

  • Protection of assets
  • Age care planning
  • Healthcare
  • Inheritance tax mitigation
  • Gifting to family
  • Preserving your capital
  • Estate planning
20-
0

Starting to grow

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
40-
0

Establishing roots

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

Your focus will be on:

  • Protection of lifestyle
  • Healthcare
  • Investments
  • Tax management
  • Inheritance
  • Retirement planning
  • Long-term care planning
50-
0

Pre-retirement

With 20 or more years of retirement ahead of you, your priorities will depend on how well you have
prepared.

Your concerns may be:

  • Protection of assets
  • Debt elimination
  • Family healthcare
  • Helping your children
  • Retirement planning
  • Wills and trusts
  • Business exit strategy
60-
0

Enjoying each day

This is the time to indulge in hobbies or travel, enjoy your family and prepare for transferring your wealth.

Your focus will be:

  • Protection of assets
  • Age care planning
  • Healthcare
  • Inheritance tax mitigation
  • Gifting to family
  • Preserving your capital
  • Estate planning

What We Do

  • Insurance
  • Business Planning
  • Investment Planning
  • Health
  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Accounting
  • Risk Management