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Are you prepared for life’s financial turning points?

We face a series of widely-shared financial turning points during our lives. Yet how we handle them obviously differs widely.

Financial turning points include receiving our first pay, joining our first super fund, leaving home for the first time and entering a personal relationship.

Among the others are buying our first (second or third) home, dealing with serious illness in our families, coping with a partner’s death, losing our job and eventually retiring.

A decision to begin saving seriously to meet our long-term goals and the creation of our first financial plan are high among our key financial milestones.

Thinking about the feasibility of ‘downsizing’ to a smaller home as we age is becoming more common and finding suitable age care is climbing higher in the list of life events with the ageing of the population.

There are straightforward ways to help prepare for financial turning points such as budgeting, saving, investing, obtaining adequate insurance, considering quality professional advice when necessary and estate planning.

How we cope as investors with sharply rising or sharply falling investment markets can be a life-changing event. Investors who set an appropriately- diversified strategic portfolio, and who remain disciplined and focused on their long-term goals are best-placed to cope with market upheavals.

Taylor Financial Advice and Solutions located at The Gap, offers the community, free workshops to educate you on how to prepare for life’s financial turning points. This is purely an educational workshop and guests will have the option to explore their financial advice services.

JUNE Workshops: 

Tuesday, 12 June - How to Manage Your Cash Flow Workshop
5
pm - 6pm @ Taylor Financial Advice and Solution
Shop  35, The Gap Village Shopping Centre, 1000 Waterworks Rd, The Gap.
If you're struggling with budgeting or fill ill-prepared for life's major turning points like buying a house, taking your dream holiday, or getting married?

We'll show you how to:

- understand your own priorities in regards to saving, and set clear and realistic goals

- use comprehensive software to analyse and manage your spending

- approach a variety of saving and investing tools

 

Wednesday, 13 June - How to Grow Your Money Workshop
1
0am - 11am @ Taylor Financial Advice and Solution
Shop  35, The Gap Village Shopping Centre, 1000 Waterworks Rd, The Gap.

 

Would you like to know how to maximize your retirement income so you can enjoy life now and also during retirement?
We'll show you how to:

- minimise the optional death tax on your pension so you can pass more inheritance onto your loved ones.

- spread your investments over different asset classes so you reduce your risk and protect your wealth

- take advantage of the new downsizer super contribution legislation (starting 1 July, 2018) which will unlock capital on the sale of your house and allow you to generate retirement income.

 

If you’d like to attend, please call us on 3510 1333, or email admin@tfaas.com.au.

or visit our Facebook Page

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