Mature Families

financial advice for mature families

Mature Families

At this stage in life you are:

  • Facing increased living expenses as your children are now older
  • Have moderate to high levels of non-deductible debt (such as home loans, personal loans, credit cards etc)
  • Have a greater capacity to save or invest as your household income is higher
  • Looking to accumulate savings and plan for retirement

Your financial concerns and goals might be:

  • Managing your family’s budget and cash flow
  • Protecting your family from financial hardship
  • Paying down debt
  • Building wealth
  • Estate planning

Lifepath Financial Planning can provide strategies for Mature Families involving:

  • Cash flow management
  • Budgeting
  • Debt reduction
  • Personal insurance
  • Determining your eligibility for Centrelink benefits
  • Funding education expenses
  • Building wealth through tax effective savings and investments
  • Superannuation and remuneration strategies

Lifecycle stages - pre-retirees revised - v2

LifePath Financial Planning

LifePath Financial Planning provides specialist financial advice relating to wealth creation, debt management, investments, insurance, superannuation and retirement planning.

In addition to these services, we are also recognised as an industry leader in the aged care sector.

Contact us

PHONE:     (07) 3219 4670
POSTAL:     PO Box 6591,
                      Upper Mt Gravatt QLD 4122
ADDRESS:   4/46 Mt Gravatt Capalaba Rd,
                      Upper Mt Gravatt QLD 4122

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