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Everyday LifePlan

Two ESSENTIAL Questions for Your FutureYoung business couple

1. Why are you working / in business?
2. Where will you be financially in 10 years’ time?

You NEED to know the answers to these questions to ensure that you can take the best action NOW to create for yourself a BETTER financial future.

What is a Everyday LifePlan?

Put simply, it is a specially tailored report that illustrates what your future financial position might look like, based on your current financial circumstances, life goals and needs.

Using information such as:
• your likely retirement age
• your household income and expenditure
• your current assets and liabilities
• your existing superannuation balances

We are facilitate a Everyday LifePlan and visually demonstrate how much you can afford to spend or invest today in order to provide for a better financial future.


Seeing your Everyday LifePlan on paper doesn’t mean it is set in stone!

We can use your Everyday LifePlan as the basis for ongoing planning reviews to ensure you stay on track to meet your life goals. As your circumstances change, adjustments can be incorporated into your Everyday LifePlan.

For example, you may wish to include the purchase of a new car, provision for annual holidays or anticipated school fees for your children. While these major expenses will affect your level of savings, you’ll be able to clearly see from your LifePlan what affect these cash outlays will have on your future financial balances.

Want to know more about your Everyday LifePlan, contact us today on 02 4942 0280.