|
first home ownersYou are saving to purchase your first investment or residential property
BALANCING EXPENSESYou are trying to balance your living expenses with your mortgage
SAVERSYou are saving towards a specific objective or putting in place realistic budgets
|
|
gROWTH INVESTORYou are looking to put in place a plan to accumulate wealth
PROPERTY OWNERYou have paid down a considerable amount of your mortgage
SELF-FUNDED RETIREEYou are committed to becoming a self-funded retiree
|
|
lifestyle changeYou are considering downsizing the family home or making a lifestyle change
transitioning to retirementYou are looking to slow down in your career and explore the options of transitioning to retirement
financially worry-freeYou are striving for a financially worry-free life
|
|
IMPAIRED CAPACITY
You are unable to adequately make decisions that reflect what you would want for yourself
ADVANCE CARE PLANNINGYou want to have the conversation of your wishes for future care to assist your beneficiary to make decisions that you feel more comfortable about in the case of impaired capacity or decease
CHANGES IN HEALTH CONDITION
You are having trouble looking after yourself and keeping up with aspects in your life
|
|
controlYou want the control to make active decisions to grow wealth for retirement and build a strategy for your beneficiaries and their own later years
flexibilityYou want the flexibility to change investments and the structure of your super as needed, and to implement effective tax strategies
transparencyYou want to have greater visibility over how your investments are tracking
|