You may be thinking:
“ I want my kids to have the best education I can afford but how do I plan for this financially and what options
should I take advantage of?”
“ I’m expecting another child and I need to have another look at our insurance levels to be prepared.”
“ How can we afford the renovation our home needs to fit our family?”
“ Are there any Government allowances that our family is eligible for but unaware of?”
Your family is your priority, and at this point it becomes very clear that planning for your children’s needs and their future is key. Where will they go to school and what will it cost? Do you need a larger home or car to fit a growing family? How would your loved ones get by if you weren’t able to work?
Take advantage of the benefits financial advice can provide at this key stage of life. It’s not just about growing your savings and maximising investments and superannuation – it’s also about protecting and maintaining your young family’s lifestyle too. John Alam & Partners will help guide you through and create a strategy to help look after your family’s needs now and plan for the future.
You might think estate planning is something you will do later down the track but it is important you have everything planned to ensure your family is supported financially should something happen to you.
Retirement itself may seem a long way off too but now is a key time to make plans that will set you and your family up for whatever lies ahead.
If you would like to know more about how you can plan for the financial future you want, talk to a financial adviser at John Alam & Partners. We can tailor an appropriate strategy to suit your individual circumstances.
Your financial strength depends on the right partnership.
This document contains general advice. It does not take account of your objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision. This document has been prepared by Count Financial Limited ABN 19 001 974 625, AFSL 227232, (Count) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. ‘Count’ and Count Wealth Accountants® are trading names of Count. Count advisers are authorised representatives of Count. Information in this document is based on current regulatory requirements and laws, as at 15 October 2015 which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on this document. 21812/1015