Life Stages Planning
Life Stages Planning
The road to graduating from work should start now, whatever your stage of life.
LIFE STAGES AND ACTIONS TO TAKE
Those early years are when good financial habits should start. Whatever you put aside for your (grand)children in the first 20 years (or were put aside for you) will have the biggest impact of all.
From 20 to 50 it’s about being sensible – not too much debt, put aside first, spend second, make sure those you love are properly protected should tragedy strike.
Thereafter it’s about getting mentally ready to graduate from work before we turn our attention to future generations.
Follow that simple formula and you will find you hold all the cards and have amazing choices to make in your 50s and beyond. And that future generations will benefit from your sound thinking and actions.
As in all of life good habits picked up early (balanced diet, reading, smoking, drinking, exercise, work ethic etc.) last us a lifetime. They give us the best chance to experience the best life has to offer.
The tables below point you in the right direction. The habits you may be boring but there is no doubt they are effective.
And, if a truthful, helpful and kind financial planner can help you navigate the terrain ahead, we would be delighted to oblige.
Are you ready to get going?
GREAT FINANCIAL PLANNING CAN CHANGE YOUR LIFE
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WHAT OUR CLIENTS SAY
“After some intensive fact-finding and analysis, [Jeremy] drafted a financial plan to meet our current and future needs and goals, advising consolidation and moves into the most tax efficient and hopefully more productive investments. We have regular update calls and meetings. He made us aware of the importance of planning around the available tax allowances” – London client (Testimonial from Vouchedfor).
You can find many more client testimonials here.
Great financial planning can change your life.
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