A financial planner will be able to help you with areas such as budgeting, cash flow management, a savings plan, superannuation, tax planning, home loan repayments, debt management and reduction, insurance, investments and retirement. Understandably, your financial goals will change over your lifespan. You need a financial plan to suit the stage of life you are in. Here are some of the common needs of each life stage: Young to mid-life You are establishing and building your career and perhaps starting a family. You may be looking at: buying your first home travelling paying off your HECS getting married having...
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An investment in Peace of Mind Most people do not hesitate to insure their cars and their homes but often fail to insure their most valuable asset of all; THEMSELVES. Like most people you probably work hard to provide for your family and loved ones, but have you thought about what would happen if you were no longer able to earn an income due to accident, disability, ill health or death? At emotional times such as this we don't need additional stresses and finances should be the last thing on the minds of you and your family. But, who would...
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