Wealth Creation

Depending on where your life stage is, at Financial Accord we focus on your short term needs whilst working towards your longer terms goals.Each stage of your life presents a series of challenges. These can be managed with tailor made solutions. Below are some of the ways we can help you do this.

 

Starting Out (18 – 27 years):

You are laying the foundations for a secure future. This may include further education, travel and starting your career. You are introduced to credit cards, personal loans, compulsory superannuation and saving versus spending habits. You may be renting and trying to save for your first home.
Strategies to help you achieve your immediate needs and plan for your long term goals:
• Budgeting
• Regular saving
• Debt management
• Goal setting
• Risk insurance

Download a brochure. (Upload file using Literature Module)

Wealth Creators (28-35 years):

You may now have a mortgage. You may also have a young family and have only one income whilst the children are young. Security is of major importance along with your home and the children’s welfare.
Strategies to help you achieve your immediate needs and plan for your long term goals:
• Repaying your home loan faster
• Regular saving
• Debt management
• Risk Insurance

Download a brochure. (Upload file using Literature Module)

Optimisers (36 -55 years):

As your children get older you may again have two incomes and the equity in your home increases as your debts are reduced. You may begin to plan for your retirement.
Strategies to help you achieve your immediate needs and plan for your long term goals:
• Repaying home loan faster
• Salary sacrifice
• Gearing
• Risk Insurance
                                                              
 
Download a brochure. (Upload file using Literature Module)

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Optimise your current situation.