Wealth Solutions: Families (30 – 50 Years)

 

No one likes to talk about getting older, let alone plan for it, but what you do today will impact on the lifestyle you and your family will have when you reach your retirement stage of life.  Look at the lifestyle you have today, what will it look like in the future?

 

It’s time your money worked harder than you do.

 

It's time to:

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    Start a business

    Starting your own business is exciting and stressful all at the same time.  Before committing to a new business venture get a financial health check to ensure a clear direction for both your personal and business finances.

     

     

     

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    Protect your lifestyle

    Insurance isn’t just for your car and home, and more importantly is needed to protect your whole family.  If you’re not able to work, how will you maintain the lifestyle you have worked so hard for?  Would your family cope financially if you were to die, become terminally ill or suffer a long-term disability.

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    Grow your superannuation

    Superannuation is one of the most rewarding savings accounts you have.  With so many incentives available to help you grow your retirement nest egg, now is the time to take advantage of all the benefits on offer.

     

     

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    Map out your retirement

    What is on your bucket list of things to do when you have a little more time on your hands?

     

    • Will you have the funds to carry them out?
    • Do you know how much you will need?

     

    Plan for the future you want to determine how much you will need and how you can make it happen.

     

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    Managing debt

    Break the debt cycle by understanding all your debts and develop a plan to clear it as soon as possible, reducing interest, stress and financial hardship.

     

     

     

     

     

To achieve one or all of the above will take a strong financial plan. It’s just one of the steps to achieve your goals. Contact us today to start your planning today.

Sovereign Wealth Solutions Pty Ltd, ABN 64 152 176 362 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706

 

Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters.

 

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AMP Fiancial Planning Ballarat, Bendigo and Horsham