Growing family?

Having children and starting a family is one of the best things you will ever do, but you are now responsible for more than just yourself. The income and the freedom that you and your partner used to have is no longer the case. Bills still need to be paid, mouths need to be fed. This is a time where responsible financial management is crucial.

 

Goals for this category commonly include:

 

  • Regular annual family holidays

  • Moving or making renovations to home

  • Have more children

  • Protect family, in case of the unexpected

  • Pay out mortgage

  • Minimise tax

  • Debt reduction

  • Budgeting & Cash flow management

  • Grow wealth including superannuation

  • Asset protection

  • Estate planning

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