Conscious Money offers financial coaching and planning around your important transitions in life.
Examples of common life transitions include "midlife" where you are likely to be concerned with income security, debt levels, and possibly concerns with aging parents and the financial needs of your children.
In comparison, the later stage "empty nesters" are mainly concerned with increased disposable income, possible changes in residence and refocusing on their retirement.
There may be also sudden unplanned life transitions. Issues arising out of divorce include inventory of assets, managing day to day financial concerns and superannuation splitting.
If you lost your job, how would you manage the settlement and subsequent tax issues?
Or more happily, an unexpected inheritance may see you dealing with lifestyle changes, asset management and possible disposal of assets and tax implications.
Conscious money can help you:
- Set realistic goals around life transition events
- Choose appropriate tax strategies, platforms, asset allocation and products
- Reach your desired outcomes at each life stage
Download our new client pack below:
Contact us for further information
If you wish to make an inital consultation with one of our advisers phone us on 1300 550 764 for appointments in Canberra, Sydney or Melbourne.