Young Families

Are You Having Trouble Juggling Work and Family Time while Trying to Create a Future for Your Family?

It can be tough taking care of your babies and toddlers and balancing family life, work, leisure and health while still finding time and resources to plan for your future. Do any of these sound like you?

  • Not enough time?
  • Trying to manage a tight budget while still allowing for cash flow?
  • Trying to pay off “bad” debt while chipping away at that home loan?
  • Haven’t saved enough for children’s education yet?
  • Haven’t had the time or money to start planning for your retirement?

At Approved Financial Planners, we understand how tough it can be. Our financial planners can work with you to create a personalised solution for your financial present and future. We are experts at helping families find enough time and money to live effectively now while still being able to plan for children’s education and eventual retirement.

Our financial planners, mortgage brokers and superannuation experts can help you step back, take a deep breath and take control of your present and future. We take actions such as these to help get you pointed in the right direction:

  • Create a budget to balance cash flow while providing money to invest in your future and that of your children.
  • Formulate an investment plan based on your available resources while taking your present lifestyle into consideration.
  • Check your superannuation and help you decide whether your current market or work super will serve you or whether you are ready for a self managed superannuation fund (SMSF).
  • Check your insurance policies to ensure that your current and future wealth is protected in case of an adverse life event. Usually, this involves Trauma, Income Protection, Total and Permanent Disability and Life Insurance.
  • Check your home mortgage, auto loan, investment loans and personal loans to help you pay less interest.

At Approved Financial Planners we can help you have the lifestyle you want now without compromising your future.