You now have both eyes on the prize - how and when you can retire!
You probably want to spend more time with your adult children and possibly grandchildren. You are at the peak of your earning power, so a plan is vital at this stage. You may have already retired and get to enjoy the benefits of your working life perhaps travelling and spending more time with family.
YOU MAY FIND YOURSELF:
Tax minimisation or elimination
Investing excess cash
Helping your children financially
Estate planning including wills
Maximising the amount in your superannuation or managing your funds appropriately
Personal insurance to protect your family, income and assets
Positioning yourself for Centrelink benefits and associated health entitlements
YOU SHOULD CONSIDER...
You may have excess funds and would like to increase your investment portfolio.