Age Related Milestones for Financial Planning

Age-related milestones for financial planning

There is no fixed timeline for achieving the goals you set yourself but it can sometimes be helpful to orientate yourself around phases of your life (particularly over the years that you are earning an income and growing your lifetime savings) and what others might commonly be doing during these rough age bands.

We believe that everyone deserves to have a secure and comfortable financial future. So whilst there is no substitute for an individual consultation and personalised planning with our Advisers, we have pulled together some suggestions you might wish to consider as part of your own financial planning and savings journey.

“Life is really simple, but we insist on making it complicated.”

Confucius

We can help with

Financial goals for under 30s

Once you begin earning an income, establishing good financial planning habits and starting to invest with the benefit of longer time horizons, can be a great way to grow your long-term savings. We offer a range of resources and support to help you learn more about investing and make informed decisions.

We can help with

Financial goals for your 30s and 40s

As your career and your earnings potential accelerates, so too can your aspirations as you take on greater financial commitments, such as a home and potentially a family. Balancing these commitments and investing early on behalf of others, can help you achieve your financial goals.

We can help with

Financial goals for your 50s and 60s

For many these are the years of achieving your peak savings. Potentially also incurring significant planned expenses, and possible considering transitioning work and lifestyle commitments for the years ahead.

We can help with

Financial goals for your 70s and beyond

For many, you have moved from accumulating wealth, to a more carefully planned decumulation of wealth. Putting this towards enjoying the lifestyle you have worked towards and the legacy that you wish to one day leave others.

Capital at Risk

Please do remember that as with all investments, your capital is at risk. Tax treatment depends on individual circumstances and may be subject to change.