Half way - 35's to 55's

Your weekends are now spent at kids' sports and activities or driving them from one commitment to the next. This is the time to think about providing a comfortable lifestyle for your family into the future. You need to have a strong financial plan and be sure you are heading in the right direction to meet your goals.

YOU MAY FIND YOURSELF:

  • Going back to two incomes
  • Receiving pay increases and looking for ways to minimise tax
  • Thinking about when you can retire or if you can afford to retire early
  • Looking after elderly parents or receiving an inheritance
  • Paying for children’s education
  • Borrowing money to invest
  • Paying off your mortgage
  • Maximising the amount in your superannuation
Now is the time to ensure that you have adequate wealth protection so that your hard work and financial security is not jeopardised by the unexpected!

YOU SHOULD CONSIDER...

Investing

You have almost paid off your mortgage and would like to invest or at least consider your options.

Superannuation

You may have more disposable income and would like to maximise your superannuation in planning for retirement.

Personal insurance

You should consider whether you have income protection or life insurance to protect your family and your lifestyle into the future.

Cash flow management

Help to get ahead, save for the future and basically spend less than you earn.
Toowoomba Financial Planners
  • F: (07) 4641 7497
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 15 Isabel Street,
    Toowoomba QLD 4350
  • ABN: 32 164 822 333
Corporate Authorised Representative of Magnitude Group Pty Ltd ABN 54 086 266 202, AFSL 221557. Christopher Black is an Authorised Representative of Magnitude Group Pty Ltd and may offer you services through Fortress Financial Solutions Pty Ltd. Magnitude is only responsible for the financial planning services provided by Christopher Black. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.
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