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At Wealth Inspired, we can help you manage the financial challenges that come with each stage of life, empowering you to get the most out of life, every step of the way.
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Advice for Life

At Wealth Inspired, we can help you manage the financial challenges that come with each stage of life, empowering you to get the most out of life, every step of the way.

20 - 40 YRS

Setting up Your Financial Foundation

There’s a lot of pressure as this is the time for career-building, starting a family, and setting up our financial roots. Yet with so many responsibilities, it’s also a time when proper money management and strategic planning are crucial.

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The right steps in our 20s, 30s, and 40s can set us up for more financial freedom and flexibility when we’re older.

We can help you with:

  • Saving for your first home
  • Planning for the expenses of starting a family
  • Funding your children’s private education
  • Protecting your family’s lifestyle in the event of your death, or if you become ill or injured and can no longer work
  • Identifying estate planning needs and refer or work with your Estate Planning professional to ensure you and/or your family are protected
  • Setting up or improving your investment portfolio

 

This is a great time to begin investing for your future if you haven’t already. The reality is, the earlier you start investing, the more time your portfolio will have to grow. We’ll work with you, creating a personalised investment plan. We can advise you on managed funds, direct shares, property, term deposits, and more.

Wherever you are at right now, rest assured, we can create a plan to suit your financial future.

To learn more about what we can do for you and your future, contact us to make an appointment.

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40 - 50 YRS

Investing in Your Future

In our 40s and 50s, many of us have established careers and have a little more disposable income for investing than we did in our 20s and 30s. We have young children or kids heading off to university.

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And, we may be working at paying down our first mortgage, or even thinking of taking on a second mortgage with property investment.

 

There are so many factors during this stage, so it’s important to have a plan in place to ensure that bright future we’ve been working so hard to create. This is a time for focusing on wealth-building, but it’s also a time to evaluate your investment strategy and your Risk Profile to ensure you’re on track to having enough for retirement.

 

We can help you with:

 

  • Saving for retirement and investing in superannuation
  • Ensuring your investment strategy is aligned with your current financial goals
  • Identifying tax strategies to help you save money
  • Creating an investment income stream through property or other investments
  • Protecting your family’s lifestyle in the event of your death, or if you become ill or injured and can no longer work

 

When you sit down with one of our experienced financial planners, we’ll work together to answer the big questions at this stage. We’ll develop a plan and ensure your investments suit your investment goals, timeframe, and risk tolerance. You still have years before retirement but smart, practical investing now – tailored to your objectives – can give you more options as you near your golden years, and more peace of mind now.

 

To learn more about how we can help you invest in your future, contact us to make an appointment.

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50 - 60 YRS

Transitioning to Retirement

In our 50s and 60s, we’re just a few years from retirement. This is when we can start looking forward to doing the things we didn’t have time for when we were balancing the responsibilities of a career and a family.

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Whether you had always planned on travelling the world, buying a beach house or a lake home, or spending time diving into your hobbies – or even a new business venture – this is a time of life that’s filled with promise and opportunity.

 

With retirement around the corner, now is an ideal point for making your investment portfolio retirement-ready. Do you have enough income-generating assets? Are you invested appropriate investments that are suitable for your risk tolerance? Are you maximising your superannuation contributions to get the most out of your retirement savings? Will you be able to retire with minimal debt?

 

Wealth Inspired can guide you during this stage, ensuring your transition to a retirement you’ll be able to enjoy.

 

We can help you with:

  • Refining your retirement plan
  • Identify changes to your estate planning needs and refer or work with your EstatePlanning professional to ensure you and/or your family are protected.
  • Helping your children financially
  • Protecting your assets
  • Eliminating debt

 

We’ll listen to your goals so we can develop the right strategies to maximise your wealth in retirement. We recommend talking to a financial planner at least five years before your expected retirement date to ensure you have a plan in place that’s working toward your goals.

 

To learn more about how we can help you prepare for a fulfilling retirement, contact us to make an appointment.

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65+ YRS

Enjoying Your Retirement

During retirement, we finally have the freedom to pursue all our personal dreams. Travel, adventure, learning new skills, spending time with friends and family, or simply savouring the serenity of a coastal life, at Wealth Inspired, 

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we can help to ensure you can enjoy all that this time of life offers. To support the lifestyle you planned, financial planning during retirement is important. We’ll develop a strategy based on your goals now, and as they may change over the years. We can help you convert your built-up savings from your investment portfolio, your business, property, or other assets so you know you’ll have all that you need and want during retirement.

 

One thing about retirement is it is a very personal experience. Everyone has their own lifestyle preferences and expectations. By carefully evaluating where you are now and what your goals are throughout retirement, we can help you to protect yourself against risk and maximise the return from all your investments.

 

We can help you with:

  • Managing your superannuation
  • Building a tax effective property portfolio
  • Aged care planning
  • Ensuring yourincome throughout retirement
  • Asset protection and preserving your capital
  • Gifting to family

 

At Wealth Inspired, we have the experience to help you get the most out of your retirement. We know how to look at your goals and devise a plan that will ensure your finances can keep up with your new lifestyle.

 

Give yourself the future you’ve always wanted. With expert retirement planning, the whole world is open to you. Contact us today to set up an appointment.

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20 - 40 YRS
20 - 40 YRS
40 - 50 YRS
40 - 50 YRS
50 - 60 YRS
50 - 60 YRS
65+ YRS
65+ YRS

During this part of our life, many of us are focused on buying that first home and making smart decisions to set our family up for a healthy financial future. There’s a lot of pressure as this is the time for career-building, starting a family, and setting up our financial roots. Yet with so many responsibilities, it’s also a time when proper money management and strategic planning are crucial. The right steps in our 20s, 30s, and 40s can set us up for more financial freedom and flexibility when we’re older

We can help you with:

  • Saving for your first home
  • Planning for the expenses of starting a family
  • Funding your children’s private education
  • Protecting your family’s lifestyle in the event of your death, or if you become ill or injured and can no longer work
  • Identifying estate planning needs and refer or work with your Estate Planning professional to ensure you and/or your family are protected.
  • Setting up or improving your investment portfolio

This is a great time to begin investing for your future if you haven’t already. The reality is, the earlier you start investing, the more time your portfolio will have to grow. We’ll work with you, creating a personalised investment plan. We can advise you on managed funds, direct shares, building wealth within superannuation, term deposits, and more

Wherever you are at right now, rest assured, we can create a plan to suit your financial future.

To learn more about what we can do for you and your future, contact us to make an appointment.

In our 40s and 50s, many of us have established careers and have a little more disposable income for investing than we did in our 20s and 30s. We have young children or kids heading off to university. We may be working at paying down our first mortgage, or even thinking of taking on a second mortgage with property investment.

There are so many factors during this stage, so it’s important to have a plan in place to ensure that bright future we’ve been working so hard to create. This is a time for focusing on wealth-building, but it’s also a time to evaluate your investment strategy and your Risk Profile to ensure you’re on track to having enough for retirement.

We can help you with:

  • Saving for retirement and investing in superannuation
  • Ensuring your investment strategy is aligned with your current financial goals
  • Identifying tax strategies to help you save money
  • Creating an investment income stream through property or other investments
  • Protecting your family’s lifestyle in the event of your death, or if you become ill or injured and can no longer work

When you sit down with one of our experienced financial planners, we’ll work together to answer the big questions at this stage. We’ll develop a plan and ensure your investments suit your investment goals, timeframe, and risk tolerance. You still have years before retirement but smart, practical investing now–tailored to your objectives–can give you more options as you near your golden years, and more peace of mind now.

To learn more about how we can help you invest in your future, contact us to make an appointment.

In our 50s and 60s, we’re just a few years from retirement. This is when we can start looking forward to doing the things we didn’t have time for when we were balancing the responsibilities of a career and a family. Whether you had always planned on travelling the world, buying a beach house or a lake home, or spending time diving into your hobbies or even a new business venture,this is a time of life that’s filled with promise and opportunity.

With retirement around the corner, now is an ideal point for making your investment portfolio retirement-ready. Do you have enough income-generating assets? Are you invested in appropriate investments that are suitable for your risk tolerance? Are you maximising your superannuation contributions to get the most out of your retirement savings? Will you be able to retire with minimal debt?

Wealth Inspired can guide you during this stage, ensuring your transition to a retirement you’ll be able to enjoy.

We can help you with:

  • Refining your retirement plan
  • Identify changes to your estate planning needs and refer or work with your Estate Planning professional to ensure you and/or your family are protected
  • Helping your children financially
  • Protecting your assets
  • Eliminating debt

We’ll listen to your goals so we can develop the right strategies to maximise your wealth in retirement. We recommend talking to a financial planner at least five years before your expected retirement date to ensure you have a plan in place that’s working toward your goals.

To learn more about how we can help you prepare for a fulfilling retirement, contact us to make an appointment.

During retirement, we finally have the freedom to pursue all our personal dreams. Travel, adventure, learning new skills, spending time with friends and family, or simply savouring the serenity of a coastal life, at Wealth Inspired, we can help to ensure you can enjoy all that this time of life offers.

To support the lifestyle you planned, financial planning during retirement is important. We’ll develop a strategy based on your goals now, and as they may change over the years. We can help you convert your built-up savings from your investment portfolio, your business, property, or other assets so you know you’ll have all that you need and want during retirement.

To support the lifestyle you planned, financial planning during retirement is important. We’ll develop a strategy based on your goals now, and as they may change over the years. We can help you convert your built-up savings from your investment portfolio, your business, property, or other assets so you know you’ll have all that you need and want during retirement.

We can help you with:

  • Managing your superannuation
  • Building a tax effective property portfolio
  • Aged care planning
  • Ensuring your income throughout retirement
  • Asset protection and preserving your capital
  • Gifting to family

At Wealth Inspired, we have the experience to help you get the most out of your retirement. We know how to look at your goals and devise a plan that will ensure your finances can keep up with your new lifestyle

Give yourself the future you’ve always wanted. With expert retirement planning, the whole world is open to you. Contact us today to set up an appointment.

Women In Finance Awards 2020

Winner seal

The Women in Finance Awards showcases the industry’s most prestigious accolades recognising excellence across the entire financial services industry. The awards pinpoint professional development and innovation, showcasing the female individuals leading the way in the industry.

Rosario Carbajal, Director/Principal Financial Adviser is humbled to be recognised and proud to be named as a finalist in the Women in Finance Awards 2020.

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