Your Life

Are you living your dream life?

If not, it’s likely because you can’t afford to live the life you want.

The truth is, wishing for change won’t work. There is more to reaching and realising your financial goals than simply making resolutions for the same. Financial resilience and investments may help, but they’re not the first step.

The number one reason we make a will or ‘estate plan’ is to minimise emotional and financial hardship for the people we care about most. It’s imperative that you decide what happens to your children and/or assets now, rather than leave these decisions up to the courts after you’re gone.

If you passed away suddenly or suffered an illness or injury that prevented you from working, how would your family fare financially? Furthermore, how do you protect your family when you’re no longer there or unable to provide for them?

No one knows what our lives will bring; that’s why it’s important to have a solid financial plan to create, protect and grow your wealth. But what exactly is a financial plan and how do you go about getting one? The three client case studies are fictitious but their issues are common to many of us.

Is 2019 the year that you get a plan in place to be mortgage-free faster? Then this read is for you.