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.