Independents (35-50)

Now that you are more mature, we can help manage your finances and set you up for success as you tackle life’s greatest obstacles.

This stage of life presents many obstacles in that the family is growing and becoming more expensive. By this time your financial goals should be becoming clearer, your mortgage is hopefully decreasing and your superannuation balance is growing.

Life is looking great! However, this stage of life presents many challengers including increased costs in children’s education, increasing property prices and potentially increases in tax liabilities.

Key areas of Advice:
Insurance Advice
Investment Planning
Retirement Planning

If you have further questions, please give us a call or use the enquiry box to send us an email.

ASCK Pty Ltd (ACN 105 450 566), trading as AMEGA Financial Solutions is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited Australian Financial Services Licensee and Australian Credit Licensee 232 706. General advice warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.

Financial Services and Credit Guide