Life Stages : Second Adulthood 46-70

45-70 years old give back to the community, mid-life, children grown, parents get time for themselves



Save for car, holiday, emergency fund
Regular savers plan
Maximise return on savings
Suitable Investment plan
Protect your most valuable asset: Income
Term assurance & Permanent Health Insurance
Protect family against serious illness
Serious Illness Protection
Home trade up/down
Mortgage and new financial plan
Life cover self employed partners/directors key to business
More clarity and planning around pension
Retirement plan STRATEGY
Review ongoing investment, contributions, risk and time to exit
Would you like a call to find out how we can help you and your family realise your financial goals?

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