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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