Your Financial Pathway
Managing your finances is not only about now. It’s not something you suddenly do at certain stages of your life. No, personal financial management is an ongoing, ever present function that flows through your life and changes with you. It is important
to begin as soon as possible and maintain – or alter – your strategies to best suit your needs.
Planning anything involves a starting point, a goal and implementing a set of steps that will seamlessly join the former to the latter in an organised, rational and positive way.
Stage 2Wealth Foundation
Wealth foundation involves finding ways to save even small sums of money as a platform for the future. Ideally this should be achieved early on in life, but that’s when earnings are usually low while outgoings – in the form of a mortgage and household
bills – are relatively high. TAG Wealth can help to get you started.
Stage 3Wealth Building
Having established a foundation, it’s time to start building. There are many ways you can either add to or at least maintain your personal fortune and TAG Wealth has up-to-the-minute expertise in all of them.
- Investment Planning & Advice
- Debt Reduction
- Tax Minimisation
- Borrowing to invest
- Asset protection
- Initial retirement considerations
Stage 4Retirement Planning
The financial preview should end in a place of comfort and relaxation. And, if all the right steps are taken along the way, it will. But, just like the years of earning and raising a family, retirement too has to be planned in advance. You may not
want to think about it when you’re in your thirties, but it’s never too soon to start.
- Transition to retirement
- Income Streams
- Pension Planning
- Insurance Tapering
- Tax Considerations