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FAMILIES

Research shows that we tend to:

  • Be over-confident in our debt repayment ability
  • Underestimate the likelihood of things going wrong

Financial planning for families can help you create a comprehensive strategy for managing your money as you move through different life stages.

It starts with the basics – setting up a budget, paying down debt and saving – but a family financial plan can also include things like investing for retirement and setting aside money for kids.  

    Why Choose Partners in Planning for Your family financial planning

    INVESTING FOR CHILDREN

    Start Early

    Give them a head start in life. 

    Make the most of super and get the basics right:

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    Track down ‘lost’ super

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    Consider merging multiple accounts

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    Review where super is invested

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    Consider time frame when selecting investment option(s)

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    Stick with a well considered investment strategy

    HOW CAN A FINANCIAL ADVISOR HELP?

    HOW WE CAN HELP

    WHY IS IT IMPORTANT?

    PROTECT YOUR FAMILY

    What are the potential consequences if you die or become disabled?

    When suitable plans are not made, the consequences can be:

    • Needing to sell or downsize your home
    • A non-working spouse may need to return to work
    • One partner might need to find a second job
    • Children may need to change schools or schooling arrangements
    • Luxuries such as holidays need to be reduced

    Get in touch today and start find out how to protect your family’s future. 

      Why Choose Partners in Planning for Your family financial planning

      Hear from our Clients

      Information Source

      Understanding human behavior in financial decision making: Some insights from behavioral economics.

      Paper to accompany presentation to No Interest Loans Scheme Conference “Dignity in a Downturn” June 2009.

      Ian McAuley, Centre for Policy Development and University of Canberra Source: Mortgage default in Australia: Nature, causes and social and economic Impacts. Authored by Mike Berry, Tony Dalton and Anitra Nelson for the Australian Housing and Urban Research Institute, RMIT Research Centre, March 2010

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