Your Financial Journey – Key Considerations for Each Life Stage

Four female financial advisers, each at a different stage of life, discuss the financial opportunities and challenges faced by women, as well as our top financial advice tips. We draw insight from our own personal experiences, as well as that of our clients.

We will outline key financial considerations for each stage of life, starting with laying strong foundations in your 20s, building and balancing a family or career in your 30s, evaluation and planning in your 40s, to preparing for retirement and beyond in your 50’s +.

We cover a broad range of topics such as budgeting and developing good money habits, managing the costs of child care and mortgage repayments, and making the most of superannuation. We also explore the benefits of insurance, planning for your retirement, managing inheritance and navigating aged care.

From saving the pennies to spending your super, from childcare to aged care, we believe it’s never too late, or too early, to make a plan.