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FINANCIAL PLANNING

Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice. Working with a professional financial planner can give you confidence and peace of mind that your financial future is secure.

A financial planner will be able to help you with areas such as budgeting, cash flow management, a savings plan, superannuation, tax planning, home loan repayments, debt management and reduction, insurance, investments and retirement.

Understandably, your financial goals will change over your lifespan. You need a financial plan to suit the stage of life you are in. 

Here are some of the common needs of each life stage:

Why Choose Partners in Planning for Your financial planning

Young to Mid-life

You are establishing and building your career and perhaps starting a family. You may be looking at:

You may be looking at:

  • buying your first home
  • travelling
  • paying off your HECS
  • getting married
  • having children
  • family healthcare
  • business planning.
Why Choose Partners in Planning for Your financial planning

Mid-life

This is your consolidation stage – achieving a comfortable lifestyle and thinking about managing your long-term future.

You’re likely to focus on:

  • healthcare
  • investments
  • financing home renovations
  • tax management
  • debt management
  • inheritance
  • retirement planning
  • long-term care planning
  • income protection.
Why Choose Partners in Planning for Your financial planning

Pre-Retirement

With 20 or more years of retirement ahead of you, your priorities will depend on how well you’ve prepared. Your main concerns may be:

Your main concerns may be:

  • debt elimination
  • family healthcare
  • helping your children
  • retirement planning
  • wills and trusts
  • business exit strategy.
Why Choose Partners in Planning for Your financial planning

Retirement

This is the time to indulge in hobbies or travel, enjoy your family and prepare for transferring your wealth. You may be thinking of:

  • protecting your assets
  • healthcare
  • aged care planning
  • travelling
  • buying a caravan
  • inheritance tax mitigation
  • gifting to family
  • preserving your capital
  • estate planning.
Partners in Planning are expert financial planners in Melbourne

WHAT DO I DO NOW?

LET US HELP

To make sure you’re successfuly planning of your future,  talk to one of our professional financial planners today to discuss your options.

Get in touch via the below button or call Partners in Planning on 1300 880 100.

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