Good Advice, Good Value, Good People

Life stages and Opportunities

20s
  • Start budgeting to manage your cash flow
  • Pay off ‘bad’ debt
  • Start a regular investment plan
  • Kick-start your super
30s
  • Pay off ‘bad’ debt
  • Consider consolidating debt/super fund/accounts/bank accounts
  • Have a regular investment plan
  • Get advice on borrowing to invest
  • Take out adequate insurance
  • Be smart with super
  • Create a Will
40s
  • Pay off ‘bad’ debt
  • Consider consolidating debt/super fund/accounts/bank accounts
  • Have a regular investment plan
  • Get advices on borrowing to invest
  • Check your insurance cover
  • Be smart with super
  • Review your Will for changing circumstances
50s
  • Pump up your super savings
  • Review your risk profile
  • Get advice on borrowing to invest
  • Check your insurance cover
55+
  • Take advantage of higher limits for concessional super contributions
  • Get financial advice on accessing your super
  • Get financial advice to help you take advantage of government benefits
60+
  • Get financial advice on accessing your super
  • Maximise government benefits
  • Accelerate your super savings, if still working
  • Release other wealth
  • Review your Will and estate plan