Sallis 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.

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  Early Years | 15-25

  Goals may include:

  • Buying a car
  • Building savings
  • Paying off debt or education debt
  • Home deposit
  • Travel
  • Setting up Superannuation
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  Family and Career Building Years | 25-55

  Goals may include:

  • Buying a house
  • Growing savings
  • Reducing mortgage
  • Protecting your family with sufficient insurance
  • Tax effective investment and structures
  • Building superannuation
  • Wills and estate planning
  • Funding a career break or change of career
  • Educating children
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  The Pre-Retirement Years | 50-65

  Goals may include:

  • Paying off a mortgage and other debt
  • Tax effective investment and structures
  • College or university costs
  • Weddings
  • Considering hobbies and interests in retirement
  • Work less hours, part time
  • Holidays
  • Maintain your health
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  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

As you go through the journey of life you will find financial advice may assist you. Having Sallis Financial Planning as your guide will ensure you’re ready for every moment!