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Financial Planning in your 40's


 

In your 40's you may have teenage children, aging parents and be in a senior position within your workplace. Being time poor feels like an understatement! 

We can help alleviate the time and stress of managing your money! We often assist clients in their 40's with:

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  • Important property decisions such as whether to upgrade the family home, buy an investment property or buy a holiday house
     

  • Improving their tax position to keep more funds with the family
     

  • Helping you manage any retirement or aged care transitions for your parents
     

  • Ensure you are invested correctly and have a suitable cashflow to afford private school funding
     

  • Ensure your superannuation and life insurances are right for you
     

  • How to navigate business ownership; whether that is through a new business, buying into a business, inheriting a business or receiving employee shares.
     

 

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©2023 by Source Wealth Pty Ltd. 

Authorised representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735

Australian Financial Services License 229 892

Financial Services Guide

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice.  We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of the our website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. 

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