Financial Planning Through the Decades: Securing Your Future
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.
