kickstarters
This period of life is about growing your income, career, yourself and your relationships but not to neglect saving on tax, boosting your super and investments & gaining knowledge and confidence, while diversifying your life skills.
To alleviate the angst, let’s chat about;
Insurance & Protection for the family. What does this look like? Life Insurance, Total & Permanent Disability (TPD) Insurance, Trauma and/or Intellectual Property (IP) cover?
Strengthening your understanding of your current cash flow & your day-to-day (or year-to-year) spending habits to establish a more direct & secure route to debt reduction and/or smarter investments.
Super. It's time to get serious folks. The smallest of changes now can make the biggest of changes to your future.
Investments. What more can we do of? Property / Shares / Lifestyle? What can we change for the better?
Is a SMSF appropriate? Do you understand your options here?
School fees. A class of their own these days. Are you thinking Private? If so, let's make that happen without preempting burden or getting bogged down with crippling financial worry.
We can have & preserve the lifestyle that speaks to you, knowing that simultaneously we’re setting you (and the family), up for a healthy retirement plan. If you lean into knowledge & outside expertise that’s always on the pulse, you can have your cake & eat it too.
Feed, nourish & expand your wealth during this period of life, via smart investment decisions EDUCATION & strategising your tax position. It can be complex if you don’t have the right guidance, so reach out.
You’d be surprised how straightforward future planning will be when you take the time to become very clear on where you are now & where you want to be in the next decade or so.
For those who sit within this category, I'd like to partner with you to make sure you're doing all the right things for financial freedom. With this, you can enjoy a lifestyle - focus on build your career and grow your income you & your family aspire to build.