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Life-stage Financial Planning & Wealth Creation


Traditionally, the average life-stage began with finishing school in your teens, starting your first job in your 20’s, buying a house, getting married and having children throughout your late 20’s and 30’s, and enjoying a long career until we retire at 65.  But times have changed.

During recent years, there has been a shift in social patterns.  New trends have resulted in children staying at home longer and delaying marriage, career changes have become more common, and some people may never buy a residential property in favour of investing through global property trusts or managed funds.

Today, life-stages are more likely to be related to the challenges we face throughout our lives or when we achieve key milestones, which can happen at different times. Our financial strategies should reflect what’s going on in our lives, rather than your physical age. This is the essence of life-stage financial planning.

Synapse Financial Group works with you to address the fluidity of life’s challenges and milestones to determine your specific financial needs.

Wealth creation

Wealth Creation is all about building financial security now so you can focus on enjoying your lifestyle in the future. Choosing where and how to invest your money is a difficult decision and will depend on many factors including your overall investment objectives, approach to investment risk and the amount of time you have to invest.

When it comes to investing it’s best to seek the advice of a qualified professional who can help define your unique personal situation and financial goals and recommend financial solutions and strategies to help you reach those goals.

Whether you are investing to finance your business, lifestyle, private education or provide for your retirement, it’s never too late to take control. 

Speak to your Synapse Financial Group adviser to determine the most suitable wealth creation opportunities for you.

 



 

Synapse Financial Group Pty Ltd is an Authorised Representative of Consultum Financial Advisers Pty Ltd (ABN 65 006 373 995 and acts in this capacity in relation to its 'financial planning services' only. Other products and services (eg. finance and loan arrangements) are provided by Synapse only; Consultum does not authorise or otherwise have any responsibility for these services. Consultum holds an Australian Financial Services Licence (Licence No. 230323). Consultum is wholly owned by IOOF Holdings Ltd. Click to view our Financial Services Guide and Adviser Profile.
 

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