The best way to secure your assets is to start early. It can be hard to think too far ahead, however your future-self will thank you.
In your 20’s:
- Learn how to budget so you can stay in control of your money.
- Start saving for assets, whether a house, car or travel.
In your 30’s:
- Consider having life and contents insurance.
- Set up an emergency fund.
- Consider investing in shares or property.
- Prepare a will.
In your 40’s:
- Consolidate the good habits you have formed, and keep saving.
- Consider reviewing your superannuation.
- Start planning what you may need for your retirement.
In your 50’s:
- Consider making those extra mortgage payments to bring it closer and reduce the interest you’re paying each month.
In your 60’s:
- Transition to retirement.
- Eligible to receive the Age Pension.
- Take advantage of concessions.
- Plan to make sure your assets are secured in the future.
View all our transaction and savings accounts.
Our local team are here to help. If you need assistance, we’re a phone call away.
