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Elders-Financial-Planning-Bundaberg-Life-Stage-3Planning-for-post-work-future

Planning for the post work future
40’s to 60’s

  • Debt elimination
  • Asset protection
  • Life and health protection
  • Ethical investing
  • Tax efficiency
  • Transition to retirement planning
  • Inheritance issues
  • Estate planning
  • Financial assistance to family
  • Business / career exit strategy
  • Long-term care planning – parent and self
  • Lifestyle – family enjoyment and reward