Young to Mid-Life: 20s to 40s

Lifestyle during your young to mid life years

You are establishing and building your career, getting married and starting a family. Types of financial planning advice you may require:

  • How to establish a budget to fund for the wedding, purchase your first home, start a family
  • How to provide for your lifestyle expenses if you are unable to work due to illness/injury
  • Ensure the family’s lifestyle is maintained in the event of your death
  • Guidance on how to find the right mortgage
  • How to fund for the children’s private education
  • Should I be salary sacrificing into superannuation?
  • Do you need a Will?
  • Do you need a Power of Attorney?