Time is such a finite resource.
It isn’t until you are a little further on in life that you come to this realisation.
Most people think that financial planning is something you do in your 30’s or 40’s when the cold hard reality of life kicks in. You come to the realisation that you better get your act together because the pressures of mortgages, kids education and money flying out the door is very front of mind.
But the reality is, we work with an incredibly wide range of clients aged 18 up to 80.
The expected norm in the financial planning industry is you typically work with clients that are 10 years above or below your age.
We are bucking this trend as we believe planning has no age limit.
Take for instance our 55 year old client, Graham, who just started budgeting last year.
Why did he want to start now?
Graham had lost his wife the year before. She had always taken care of the household finances and budget.
Apart from the reality of living day to day Graham wanted more. He had a very strong urge to want to be able to provide for his grandchildren and great grandchildren. The ability to give back to his family was something that was very high on his value chain.
Graham came to the realisation has had a good life and was at a point where he wanted to be able to contribute to the successes of his next generations. The problem was he just didn’t know how to do it.
Running him through our budgeting process we gave him the tools and know how to work with assets and resources he had.
Graham is proof that regardless of what phase of life you are in, there is always the ability to change your situation.
If you would like to speak with one of our financial planning experts to get your day to day budget under control please call (07) 3231 4250 or email firstname.lastname@example.org
“This document or website contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making an investment decision. Charter Financial Planning Limited and its authorised representatives do not accept any liability for any errors or omissions of information supplied in this document except for liability under statute which cannot be excluded.”