123ArticleOnline Logo
Welcome to 123ArticleOnline.com!
ALL >> Investing---Finance >> View Article

I Am In My 50-60s. I Don’t Need A Financial Planner… Or Do I?

By Author: Paul
Total Articles: 22

We are getting older
• I need to look at aged care; I don’t know where to start.
• Need aged care for one of us, and don’t want to sell our family home.

Investing
• I’ve just retired and I’m worried my money isn’t going to last long enough.
• I think I have enough super but now I’m not sure.
• I have received an inheritance/ windfall and need help working out what to do with it.
• I want to start a self-managed super fund.

Protecting what we’ve got
• I seem to pay an awful lot for insurance; can you review what I’ve got?
• Do I have wills in place?

Parents are getting older
• Parents need to look at aged care; I don’t know where to start?
• I’d like to help talking to my parents about their wills, I’m worried the arrangements they have in place aren’t optimal!
• It’s likely I’m going to inherit a serious amount, I’d like to plan now how that will work!

Career
• I hate my job but I’m not sure I’ll be able to get another one. How long until I can retire?
• I want to take my career break but not sure I can afford it.
• I plan to retire soon am I going to have enough money?
• I would like to partially retire, but I’m not sure I can afford to.
• When can I retire?
• I’ve been offered a great job, but I will have to take a pay cut (at least for a while). Can I afford to take the job?
• We are looking at a move overseas for work; need to get our finances in order.
• When will I have enough income from my investments that I don’t have to work?
• Can I retire early and still have enough money to live on?

In addition, here are some other areas financial planners Melbourne may be able to help you with:
Goals, values and desires: We empower you to understand and express what you want out of life, visualising and documenting goals, values and desires putting a level of importance and urgency around them – critically- aligning these to your budget.

Debt plan: We coach you through how much your debt is costing you, the differences between good and bad debt, implement a better debt plan to secure financial freedom and reduce financial burden quicker.
Personal Family Protection Plan: We’ve walked a mile in your shoes. Kids, debt, education, the challenges of getting ahead. Making sure you have a sound family protection plan ensures your income, lifestyle and family are number one and your dreams never waiver.

Super is super: “Superannuation” is an ugly word. But super is super! Do you have any idea how it’s being invested? We dispel the myths and help you understand how you can fund your retirement.
Get a bloody will… Got a house? Got kids? Get a bloody will. Sounds simple – but if you have young kids, and family overseas or interstate – you need to consider who will be their guardians if anything happens.

Total Views: 57Word Count: 481See All articles From Author

Investing / Finance Articles

1. Things You Should Know About Cash Out Refinance
Author: Refinance Mortgage Guru

2. Quest Ira Services -managing Finances & Planning Your Future
Author: Hayley Barnes

3. If You Want To Buy Home Against Mortgage Then Look For The Best Company
Author: Anu Walia

4. Get Hassle-free Loan Approval With The Support Of Mortgage Lenders.
Author: Jacob Smith

5. What Are The Advantages Of Bank Loans.
Author: Sarah Addyson

6. The Benefits Of Savings Accounts And Bank Loans.
Author: Sarah Addyson

7. Save Your Pocket By Filing Taxes On Time!
Author: Boston financial

8. Opting For A Credit Union Auto Buying Service Winston Salem Nc
Author: Sarah Addyson

9. Should You Stick With Banks In North Carolina?
Author: Sarah Addyson

10. Liquid Funds For Short-term Investment, Low Risk And Higher Returns
Author: Shashank Pawar

11. What Are Some Unsecured Business Loans To Succeed In The Business Sector?
Author: Kalpit Kumar

12. Some Easy Ways To Obtain Startup Loan For New Business
Author: Kalpit Kumar

13. What Are Some Of The Benefits Of Loan Against Property?
Author: Kalpit Kumar

14. Pointers To Consider When Applying For Small Business Startup Loans
Author: Kalpit Kumar

15. Why Every Trading Participants Need Be Familiar With Regulatory Reporting!
Author: Priya Raj

Login To Account
Login Email:
Password:
Forgot Password?
New User?
Sign Up Newsletter
Email Address: