Building Wealth

You have a steady or growing income.  You may also have a growing family to consider when making financial plans.  How do you protect your dependents if something happens to you?  Supporting dependent children can be costly!  The growing family may demand a bigger car, bigger house plus there are growing child care and education expenses!  So while your income is increasing so are your expenses – this can be challenging.  You may also want to start building wealth and investing a little for the future during this life stage.

Things you may like to achieve or consider at this stage of your life include:

 

We can help to:

  • Review your goals and helping formulate a plan to achieve your goals at this stage of your life

  • Review your debt

  • Find a low cost mortgage

  • Make investment recommendations

  • Review your circumstances to ensure you have adequate insurance to protect your family and lifestyle

  • Review your superannuation

  • Make recommendations around estate planning (do you have a will, who are the beneficiaries?)

  • Ensure you have the right levels of insurance cover at the lowest prices

How can I use property to make me better off?  

How can I use property to make me better off?  

How much could financial advice be worth to you?