“ 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.
JG & J.M Pty Ltd T/A John Alam & Partners Financial Advisers is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.