Building Career, Wealth and/or Family (30 – 50’s)
This is the time of wealth accumulation. It’s complex, it’s hard work, but it’s also deeply rewarding. You are focussing on wider goals, and you have more than just yourself to think about. You may have a partner, children, or extended family who depend on you. Perhaps you are running your own business or moving up the corporate ladder. Your earning potential is greater than it’s ever been, but so is your risk, and your expenses.
It’s time to get serious. Think long-term. You need a well-designed strategy to maximise your prime earning years so that you can live your best life.
Your financial objectives may include:
- Getting married and starting a family
- Planning for your children’s education and health care
- Starting and growing a business
- Purchasing or renovating a home, or other properties
- Paying off student debt or mortgages
- Building up your savings, investments and Super
To achieve your goals, you need an investment and personal protection strategy as unique as you are. It may encompass diverse investments, personal insurance and multiple sources of income. Expert financial advice will make it easy for you to choose the right investments, while ensuring that the management of your portfolio is streamlined, and fees and charges are optimized. Soundbridge can use sophisticated prediction software to cultivate your assets, putting every hard-earned dollar to work for you.
Our experienced advisers will also help you safeguard your lifestyle and protect the people you love with a tailored risk management plan. We’ll be there every step of the way to help you navigate interest rates, mortgage applications, finance approvals, budgeting, insurance, and taxes. Sound financial advice at this stage of your life can bring you peace of mind and security, and set you up for a comfortable future, allowing you to achieve your goals and aspirations, and enjoy the experiences life has to offer.
Contact us today for more information.
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