Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage.
However, the desire is there to build wealth and if a mortgage is still there then the key focus is paying it down and juggling the demands of today.
Watch the video below to learn more about this life stage.
- BOOST YOUR SUPER
- GET A HEAD START FOR YOUR CHILDREN
- SAVING FOR EDUCATION
- RENOVATING YOUR HOME
- INSURING YOUR FUTURE
- BUILDING WEALTH FOR THE FUTURE
To learn more or book an appointment, contact us.