Whether you’re having your first baby or adding another member to your growing brood, you can rely on our expert financial advisors to help secure your family’s financial future.
Congratulations on your growing family! This is the perfect time to start planning a healthy financial future for your whole family. Striking a balance between having a comfortable family life now and funding everyone’s future needs can be tricky – but it doesn’t have to be impossible.
How to make a financial plan for your family
We can help you with goal setting and planning, getting you on the right track and helping you to stay the course so you can make your dreams a reality. Here are just a few of the things you’ll want to consider once kids are in the picture:
- Financial planning for education
- Preparing a financial buffer if things don’t go to plan
- Protecting and providing for your kids if you get sick or injured
- Restructuring your tax so it’s most beneficial
- Estate planning, will preparation and asset protection
When is the right time to start planning for a baby (financially)?
It’s never too early – or too late – to make a financial plan for your family. We understand it can be very tempting to put finance stuff like wills, taxes, education funds and insurance in the ‘too hard’ basket – but that’s why we’re here. At Johnston Grocke, we’ve helped hundreds of people work out the very best way to get their family the future they really want. We can help you too.
The information contained on this website has been provided as general advice only. The contents have been prepared without taking into account your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Dulwich Group Financial Services Pty Ltd T/A Johnston Grocke ABN 80 165 839 163, Corporate Authorised Representative (ASIC 1240611) and its advisers are Authorised Representatives of Paragem Pty Ltd ABN 16 108 571 875 Australian Financial Services Licence 297276
Website: www.paragem.com.au | Tel: (02) 8036 6490