Mature Families

You are a family with teenage children. You are working towards owning your own home and accumulating investments. Your disposable cash is limited due to your children’s expenses, however you are experiencing more free time and enjoy spending money on cars and holidays. You are all too aware of maintaining good health.

Why not ask us how we can help you work out the best plan for you?

Things to consider:

Budgeting, cash flow and debt reduction.

Protecting income in the event of accident or illness to be able to fund their:

  • Debt repayments
  • Bills and Costs of Living
  • Education
  • Investments
  • Vacations and cars
  • Savings for retirement
  • Investments and negative gearing
  • Lifestyle and entertainment.

Protecting themselves and their families against financial hardship in the event of death, disability or major illness by taking out:

  • Life insurance
  • Total and permanent disablement insurance
  • Trauma insurance.

Building on their investment portfolios and savings plans to work towards:

  • Vacations
  • Tax effective wealth accumulation for retirement
  • Buying a caravan or motor home
  • Updating a car
  • Home renovations
  • Estate planning.

Contact us today to discuss how we can work together: (02) 8294 4277 or email us at