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Finance Over 55

Is it time to start planning for a new stage of life?

A lot of people see 55 as the start of a new phase of life. Kids are growing up, work/life balances are changing and retirement doesn't seem quite as far away as it used to.

Some of the questions our clients have come to us with have been:

  • Will banks still lend us money for our home and investments?

  • Will downsizing our home mean more money in the future? 

  • Should I be putting more money into super? 

  • When can I access some of the money I've already saved in super?

  • How can I assist my children financially?

  • When will I be able to retire?

If you have questions like these, book in a time for a complimentary discussion on how we can assist.

Mortgae Broker and Financial Adviser in Melbourne