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Financial Planning - Life Stages |
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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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