Wealth accumulation:
The wealth accumulation years, generally between the ages of 25 – 45, are your peak earning years and the very best time to grow your wealth, protect your wealth and prepare for your financial future.
Are you ready for wealth accumulation?
It’s easy to tell.
- Are you somewhere between the ages of 25 and 45?
- Are you thriving in your career and ready to lay the groundwork for your financial future?
- Do you have a family or are you thinking about starting one?
- Do you have a mortgage, investment loan or personal loan?
- Are you time poor and not certain you are doing everything you can to get ahead?
Life happens…
…in the blink of an eye. One minute you’re having drinks with your mates after uni, the next you’re changing nappies, working towards a promotion, or paying off a mortgage (or all three!).
You’re whizzing through Saturday sport, date nights, camping trips and parent teacher meetings. Retirement seems like a long way off, but… it’s all going so quickly.
While these years can be some of your biggest earning years in terms of career, when you have kids, mortgage repayments and an increased cost of living, you can often be left wondering where all your money is going and how you’re supposed to get ahead.
A financial planner can transform your life
The wealth accumulation years are incredibly important for laying the groundwork for your financial future by learning how to grow and protect your wealth to secure your family’s future.
But it takes time to build wealth, so finding the right financial planner early can change your life. Starting young is the key to your success… why wait until you’re 55 when you can start at 25?
Here at Step Up Financial Group, we’re passionate about helping our clients change their financial circumstances and take control of their future.
What does a financial planner do?
It doesn’t matter if you earn $15k or $150k, if you spend more than you earn, you’re never going to get ahead. A good financial planner/money coach will teach you how to budget wisely, manage your money and grow your wealth.
As fully qualified, experienced financial planners, we’re able to provide you advice on:
- Budgeting
- Cash flow
- Debt management/debt reduction
- Superannuation
- Retirement planning
- Asset finance
- Direct share portfolios and research
- Investments
- Property investment advice
- Personal and business insurance
- Risk insurance
- Estate planning
We understand that everyone has their own unique situation and we encourage you to find a pathway that is the most appropriate for you and your own individual circumstances and values.
Are you ready to Step Up and take control?
Make choices now that your future self will thank you for. By taking control of your finances now, you can start accumulating wealth so that you can protect your and your family’s financial future.
If you’re ready to step up and take control, contact our local team of experienced financial planners today.