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.