Second Adulthood
45-70 years old give back to the community, mid-life, children grown, parents get time for themselves
Basic financial needs
Save for car, holiday, emergency fund
Maximise return on savings
Protect your most valuable asset: Income
Term assurance & Permanent Health Insurance
Protect family against serious illness
Serious Illness Protection
Mortgage and new financial plan
Life cover self employed partners/directors key to business
More clarity and planning around pension
Review ongoing investment, contributions, risk and time to exit
Would you like a call to find out how we can help you and your family realise your financial goals?