Your financial journey follows a pattern—just like the milestones in your personal life. The way we accumulate wealth evolves over time, shaped by our income, investments, and financial choices. Whether you're in your 40s, 50s, or 60s, each stage presents unique opportunities and challenges.
In this webinar, we’ll explore the key financial strategies that align with your current life stage—maximizing income in peak earning years, managing and refinancing debt, leveraging your mortgage effectively, and making informed decisions about investments and inheritances. By understanding the archetypal journey of wealth accumulation, you can make smart moves today that secure your future and unlock long-term financial success.
Section 1: Your 40s – Building Autonomy and Maximizing Your Financial Potential
– Making Smarter Moves With Your Super
– Extracting Equity from Your Primary Residence
– Maximizing Career Earnings & Investing Wisely
– Choosing the Right Super Fund
Section 2: Your 50s – Structuring Wealth for the Next Chapter
– Is a Self-Managed Superannuation Fund For Me?
– Maximizing Super Contributions
– Utilizing Carry-Forward Contributions
Section 3: Your 60s – Preparing for Retirement & Structuring Wealth for Longevity
– Determining Retirement Capital & Income Needs
– Structuring Super for Tax-Efficient Drawdowns
– Small Business Succession Planning
– Managing an Inheritance
