Email UsSallis Financial Planning provide financial planning services for every stage of life
Your financial needs and goals will change as you go through the various stages of life. Financial Planning is the art of balancing what you need to do today to be ready for the years to come.
Early Years | 15-25
Goals may include:
Family and Career Building Years | 25-55
Goals may include:
The Pre-Retirement Years | 50-65
Goals may include:
Retirement Years | 65-Onwards
Goals may include:
- Optimising taxes
- Managing savings to last
- Investment capital including super to be invested in line with your risk comfort level and provide for your income needs
- Government pension considered to assist living costs
- Holidays
- Health and well being
- Family and social groups
- Wills and estate planning
- Considering options for assisted living