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Financial Planning in your 50's


Your 50's often represent a period with the potential to build significant wealth. You may now have less costs and a greater savings potential as your mortgage reduces or ends and your children become adults. 

However, it is also a decade where it is imperative you capitalise on your position in the lead up to retirement! We often assist clients in their 50's with:

  • Creating cashflow and investment plans for their surplus cashflow

  • Creating retirement plans which analyse when you can retire and how much you can afford in the future

  • Assessing whether you still require life insurances given your wealth position

  • Exploring your goals and objectives for the next phase of life and assess their feasibility



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