With a good financial plan in place, you’re already well positioned for a rewarding financial future. What’s more, it means you’ll be better prepared for major life events when they arise. As JFK once said, ‘there is nothing more certain and unchanging than uncertainty and change.’ In other words, none of us knows what the future holds.
But that doesn’t mean you should leave things to chance, especially when it comes to your finances. Of course, everyone’s financial journey is different, but here are some major life events that many of us can prepare for in advance. And even if some of these milestones are already behind you, the next generations can benefit from your guidance and experience, and the lessons you’ve learned along the way.
Stay tuned for our 5 part series covering Starting a family, Buying property, Getting a wealth boost, Becoming a grandparent and Retiring
Disclaimer: This article has been prepared by Count Financial Limited ABN 19 001 974 625, AFSL 227232, (Count) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.
Information in this article is based on current regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on this document.
This document contains general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.