12 Steps to Christmas – Estate Planning
Welcome to our 12 Steps to Christmas, our guide to advance your financial health by Christmas 2024.
In this edition of the 12 Steps to Christmas, we touch on the subject of death and serious injury or illness. Home loan borrowers should consider and prepare for their estate, ensuring your family and your assets are safeguarded in an unfortunate or unforeseen event that would impact your ability to repay your commitments, and/or leave behind your assets to your loved ones. The wealth you’ve created may as well not exist if it is not protected!
This series of videos will highlight what you should be considering based on your age and family demographic.
First Home Buyers (18-30)
If you’re 18 to 30 years old, why should you be looking at Estate Planning? Most of our clients in this age bracket may look at their estate as the least of their concerns, with their primary focus on securing a home and managing their debt repayments.
Middle Aged Families (30-50)
Between the ages of 30 and 50 is when it is expected you will accumulate wealth and/or grow your family. As your career progresses and your assets grow, you should think about what would happen if you unexpectedly passed away, and what position your loved ones would be left in.
Retirement Planners (50+)
Planning for your retirement will become a serious topic in your early 50’s. Insurances will become more expensive, and your superannuation contributions are more important than ever. This is where your relationship with your Estate and Financial Planner becomes integral.
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To chat about your property and life goals, simply call 08 8300 8300 or click contact us today.
Important Information
*The information provided in this article is general in nature and does not take into account your personal circumstances. Since everyone’s personal situation is different, this article should not be taken as advice. Market commentary is based on recent economist reporting and references can be made available upon request.
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