At Gold Group Wealth Management we are passionate about assisting our clients in all walks of their financial life. This starts with developing
a plan which suits you and your life stage in order to achieve your goals and maximise your financial well being in retirement.
We are a corporate authorised member of Count Financial Limited which is the largest network of accountant-based professional advisors in Australia.
We are able to offer an extensive range of products that are extensively researched to ensure your financial plan is appropriate for you.
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This is a period of firsts. The focus of today is on enjoying new salaries but getting on the property ladder is top of mind whilst also paying off debt.
This is a time of enjoying new found freedom before the responsibility of family and property. Getting on the property ladder is one of the key goals identified in the life stage.
Key objectives during this life stage are focused on paying off the home loan. Money comes in and goes out, being spent on the household and children. Pleasures are taken in small luxuries and travel.
Retirement is close enough but too far away to proactively aim for. However, the desire is there to build wealth and if a mortgage is still there then the key focus is paying it down and juggling the demands of today.
Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage.
Goals focused on managing funds during retirement and maximising investment returns.