Financial Planning - Life Stages

25-40 yrs

Financial considerations during this stage of life can include the following:

  • Starting Work
  • First Home
  • Getting Married
  • Changing Job
  • Starting a Family
  • Moving House
  • Your Own Business

40-50 yrs

Financial considerations during this stage of life can include the following:

  • Windfall
  • Working Overseas
  • Redundancy
  • Falling Ill

50-60 yrs

Financial considerations during this stage of life can include the following:

  • Children Marriage
  • Working Overseas
  • Redundancy
  • Mid Life Crisis
  • Early Retirement
  • Falling Ill

60 and above

Financial considerations during this stage of life can include the following:

  • Time for the Grandchildren
  • Opportunities for Travel
  • Time for Your Own Interests
  • Retirement
  • Falling Ill
  • Passing on your Inheritance
 

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