Second Adulthood
45-70 years old give back to the community, mid-life, children grown, parents get time for themselves
Basic financial needs
Need
Solution
Save for car, holiday, emergency fund
Regular savers plan
Maximise return on savings
Suitable Investment plan
Protect your most valuable asset: Income
Term assurance & Permanent Health Insurance
Protect family against serious illness
Serious Illness Protection
Home trade up/down
Mortgage and new financial plan
Life cover self employed partners/directors key to business
More clarity and planning around pension
Retirement plan STRATEGY
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?