When you have a family you suddenly become responsible for lives other than your own. You want to protect your family’s future if something happens to you, while trying to manage your growing debt, and save for to pay for holidays and school expenses.
One of the biggest priorities for our clients with families is protecting their loved ones. They realise that their family couldn’t survive without their income and don’t want to leave them struggling. They’re managing their mortgage and debt repayments with a smart budget, and have some money tucked into an investment for a rainy day. It’s also worth thinking about salary sacrificing, and understanding where your super contributions should be, to enjoy your retirement when the kids (finally!) move out of home.
Too busy to come in to the office? We can organise appointments over the phone, and everything after that can be run online. Whichever you prefer, just send us an email to organise a time.
The information on this website may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.
Tilley Financial Group Pty Ltd, ABN 17 058 240 403, is a Corporate Authorised Representative (No. 253394) of Aon Hewitt Financial Advice Limited. (Australian Financial Services License No 239183), ABN 13 091 225 642. Brett Tilley is an Authorised Representative (No. 274414) and Lia Johnson is an Authorised Representative (No.471190) of Aon Hewitt Financial Advice Limited. (Australian Financial Services License No. 239183). Aon Hewitt Head Office: Level 33, 201 Kent Street, Sydney NSW 2000.