In our 40’s and 50’s life seems to be speeding past. With the pressures of work, family and finances you may have put off reviewing your finances and future strategies. Don’t make the mistake of putting off your financial planning. It’s not too late to look at where you are now and to start planning for your future and your retirement.
It’s an important time of life as decisions can dramatically impact your future. For almost two decades our firm has been helping individuals and families with their finances and wealth creation. Understanding the risks and opportunities as well as planning for each persons individual needs is paramount.
Before you meet the adviser for the first time, do some preparation. Good advice depends on a clear picture of your financial situation.
For example, for retirement advice, you could start by listing:
We’re here to help. Call our team and arrange a time to meet with one of our advisors to discuss your needs.
There’s no pressure and we are happy to chat about the different options and next steps available to you.
Leenane Templeton Wealth Management Pty Ltd is a Corporate Authorised Representative of LT Advice Pty Ltd ABN 21 637 033 286 | Australian Financial Licensee 523026.
Liability limited by a scheme approved under Professional Standards Legislation.
