Half way - 35's to 55's

Your weekends are now spent at kids' sports and activities or driving them from one commitment to the next. This is the time to think about providing a comfortable lifestyle for your family in the future. You need to have a strong financial plan and be sure you are heading in the right direction to meet your goals.

YOU MAY FIND YOURSELF:

  • Going back to two incomes
  • Receiving pay increases and looking for ways to minimise tax
  • Thinking about when you can retire or if you can afford to retire early
  • Looking after elderly parents or receiving an inheritance
  • Paying for children’s education
  • Borrowing money to invest
  • Paying off your mortgage
  • Maximising the amount in your superannuation
Now is the time to ensure that you have adequate wealth protection so that your hard work and financial security is not jeopardised by the unexpected!

YOU SHOULD CONSIDER...

Investing

You have almost paid off your mortgage and would like to invest or at least consider your options.

Superannuation

You may have more disposable income and would like to maximise your superannuation in planning for retirement.

Personal insurance

You should consider whether you have income protection or life insurance to protect your family and your lifestyle in the future.

Cash flow management

Help to get ahead, save for the future and basically spend less than you earn.
Toowoomba Financial Planners
50 Most Influentional Advisers
  • F: (07) 4641 7497
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 15 Isabel Street,
    Toowoomba QLD 4350
  • ABN: 32 164 822 333
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