Wealth Accumulator

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

Age

30s – 40s years

Profile

Probably a young couple with young children. Holistic insurance review may need to include in super for cash flow. May want to consider lifestyle funding, goals around holidays, education etc. Possibly taking on debt.

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:

  • Budgeting
  • Mortgage reduction
  • Investment planning
  • Superannuation planning
  • Protecting income
  • Estate planning
  • Tax effective strategies
  • Education savings plan

Service Offering/Objective:

  • Establish and Maintain a Cash Reserve
  • Budgeting Tools
  • Debt Management
  • Mortgage Education
  • Credit Card Management
  • Super of Steroids/Enhanced Super Portfolio
  • Super Home Deposit
  • Life Insurance, TPD (Super)
  • Income Protection
  • Trauma
  • Education Plan
  • Estate Planning
  • Education
  • Goal Management
  • Lifestyle Funding
  • Salary Sacrifice
  • Salary Packaging
  • Tax Planning
  • Investment Planning

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