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