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Life stages

Starting out

20's to 35's

Career and family builder

  • First home
  • Getting married
  • Debt management
  • Savings, business and career planning
  • Longer-term investment strategies
  • Having children
  • Income Protection and Life Insurance
  • Family healthcare
  • Lifestyle – family oriented

 

Wealth accumulators

30's to 50's

Midlife consolidation

  • Debt management
  • Investments
  • Income Protection and life Insurance
  • Tax effective strategies
  • Inheritance issues
  • Estate planning
  • Healthcare
  • Long-term care planning – parent and self
  • Lifestyle – family enjoyment and reward

 

Wealth accelerators

40's to 60's

Planning for the post-work future

  • Debt elimination
  • Asset protection
  • Life Insurance and Income Protection
  • Ethical investing
  • Tax effective strategies
  • Transition to retirement planning
  • Inheritance issues
  • Estate planning
  • Financial assistance to family
  • Business / career exit strategy
  • Healthcare
  • Long-term care planning – parent and self
  • Lifestyle – family enjoyment and reward

Wealth managers

65+

Where good planning pays off

  • Asset protection
  • Life and health protection
  • Tax effective strategies
  • Transition to retirement planning
  • Inheritance issues
  • Estate planning
  • Financial assistance and gifting to family
  • Philanthropy
  • Healthcare
  • Long-term care planning – self
  • Lifestyle –reward and giving

 

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