Project Overview

Building family wealth

Investing / Family Protection / Financial Planning Adelaide / Financial Planning Broken Hill / Financial Advice Adelaide / Financial Advice for Families / Debt Reduction

Everyone around you seems to be building their wealth? Whether you’re single or married, with or without kids, have a mortgage or not. It is quite common at this stage of life to feel pressure on your finances as you start to want to have a comfortable standard of living that goes beyond just financial security. You may also want to have some of the added benefits of life such as holidays, investment property and perhaps even time off from work to pursue other interests.

The choices you make and the habits you develop in these years may impact how much financial freedom you have into your retirement years. A major focus at this stage should be wealth accumulation. One of the tools we use to help with this is debt reduction and our wealth portal to track your progress.

The challenges you may be facing:

  • Funding increased consumption or improved lifestyle
  • Kids Education expenses
  • Managing costs of living
  • Stabilising career path or business
  • Changes to family structure e.g. blended families, separation
  • Continued support of dependants (e.g. education etc.)

How can we help?

  • Accelerated wealth accumulation and investment including gearing and tax-effective strategies
  • Superannuation strategies, such as salary sacrifice, etc.
  • Insurance review in accordance with income and obligations
  • Estate planning considerations

If you want any ideas to start building your wealth or need any financial advice email call (08) 7160 1191

Book an appointment at our Adelaide office or Broken Hill by clicking here