Financial Advice Northam - Country Financial Directions

About Us

Why Choose Us

Financial Planning for different stages in your life

We understand that not everyone will want to go through a full financial planning process. For many people, they will have a specific financial planning need they want to address. Making the right decisions now could have a huge impact on your future lifestyle. Our advice to you, focuses on achieving one financial need at a point in time. This is often your highest priority or the most urgent area of concern you have asked us to consider.

  1. 20’s – Start budgeting to manage your cash flow, Pay off ‘bad’ debt, Start a regular investment plan, Kick-start your Super.

  2. 30’s – Pay off ‘bad’ debt, Consider consolidating super funds/bank accounts, Have a regular investment plan, Financial advice on borrowing to invest, Take out adequate insurance, be smart with super, Create a Will.

  3. 40’s – Pay off ‘bad’ debt, Consider consolidating super funds/bank accounts, Have a regular investment plan, Financial advice on borrowing to invest, Check your insurance cover, Be Smart with Super, Review your Will for changing circumstances.

  4. 50’s – Get financial advice, Review your risk profile, Get financial advice on borrowing to invest, Check your insurance cover, Review your Will and consider estate planning.

  5. 55+ - Take advantage of higher limits for concessional super contributions, Get financial advice on accessing your super, Get financial advice to help you take advantage of government benefits.

  6. 60’s – Get financial advice on accessing your super, Maximise government benefits, Accelerate your super savings, if still working, Release other wealth, Review your Will and Estate Plan.

Financial Services Financial Planning Northam
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