Wealth Accumulation
These years are a balance between achieving a comfortable lifestyle now and contemplating and managing the long-term future.
This is often a stage of consolidation and busy lives for people – balancing career / business, family, school and lifestyle.
You’re likely to focus on:
- Cash reserve strategy development and implementation
- Saving and investing
- Housing upgrades or renovations
- Tax planning, management and coordination with your Accountant
- Superannuation strategy advice and investment for retirement
- Asset accumulation advice
- Income and asset protection
- Debt planning and management
- Investment strategy advice and management
- Structuring advice and coordination