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As we move through different stages in life we are faced with new challenges, realise different needs and form new goals.

Financial advice can be beneficial at every stage of our lives. The decisions we make have a big impact on the financial freedom we and our families enjoy now and in the future.

The financial life cycle below details what you may be doing in each of life’s stages, and your likely financial needs at that time.

We know you don’t belong in a pigeonhole as you are unique with individual needs. Let us tailor a plan to suit your individual needs — no matter what stage you are at.

“Where are you and where would you like to be?”

At this stage you may be:

  • Seeking to understand you have enough money, no matter what happens
  • Starting your first job
  • Saving for your first home
  • Borrowing for your first home
  • Starting to build wealth
  • Starting a family
  • Planning to deal with unexpected events

Your needs at this stage may include:

At this stage you may be:

  • Seeking to understand you have enough money, no matter what happens
  • Paying off your home loan
  • Accumulating wealth
  • Saving for your children’s education
  • Moving from 2 incomes to 1 income
  • Changing careers
  • Dealing with redundancy
  • Planning to deal with unexpected events

Your needs at this stage may include:

At this stage you may be:

  • Seeking to understand you have enough money, no matter what happens
  • Looking to finish off your home loan
  • Saving for retirement
  • Consolidating wealth
  • Preparing to reduce working hours
  • Dealing with redundancy
  • Helping your children to buy their first home
  • Saving towards your grandchildren’s education
  • Considering how you can start doing the things in life you want to do, rather than having to do

Your needs at this stage may include:

At this stage you may be:

  • Seeking to understand you have enough money, no matter what happens
  • Retiring or retired
  • Living on your retirement savings
  • Looking for additional income
  • Saving towards your grandchildren’s education
  • Knowing that I am on track to live my desired lifestyle in retirement

Your needs at this stage may include:

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