Life Stages

Financial Planning can help a person at every stage of their life. We understand that one size doesn’t fit all circumstances.

Financial Planning can help a person at every stage of their life.
What stage best describes you?

Getting the plan right in the early stages of life is crucial to having a happy and successful life in regards to money and lifestyle. Millennials have so much information at their hand but have no idea what to do with it. Whether its starting to budget or even investing in your superannuation for the first time we can help set you on the right track.

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Wanting to fulfill the great Aussie dream of owning a home to call your own. But don't know where to begin. Getting into your first home doesn't have to be an overwhelming task, we're here to help.

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If your worrying what will happen to your family in the future if something were to happen to you or your income. Will your kids have adequate education funding or sick of paying tax at the highest marginal tax rate. Now is the perfect time to consider the importance of getting a plan in place that covers all basis of financial planning.

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You've hit peak of your financial journey you've got a steady stream of income but can't show anything for it. We understand the stress and worry that comes with figuring out what to do with your personal finances.

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Good retirement planning is not just about your immediate living expenses, but is also about the costs you may encounter later in life. We are living longer and healthier lives so it is vital that we account for such.

One of the risks in retirement is that of outliving your savings. An Adviser can help you calculate the amount of savings you’ll likely need for funding your retirement – based on your short, medium and long-term goals.

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Worry less about finances and money problems and focus more on enjoying life with tailored financial advice from our retirement advisers. You've worked hard your whole life so we advise you on the best strategy to maintain your capital and spend it in the best way possible. Let us worry about your finances today

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Find out how working with Astute Financial you will be able to better tailor your finances to your current life stage

With over 30 years of experience in the finance space, Astute has seen many clients at all stages in life. The unique difference Astute has is that we can help with every aspect of your financial journey we know where you've come from and where you want to be in those later stages of life.

People come to us for a variety of reasons which varies according to the level of complexity and lifestage. We recognize not everyone needs the exact same plan, what we do realise at Astute is that no matter what life stage you are in you get our premium service where no stone gets unturned just because your a young investor doesn't mean we can't plan for your retirement.

Most importantly where we consider ourselves different, is that we transition you through each life stage, many of our clients we have been advising since we began in business and we as their financial planners have been privileged to play a vital role in their life and see them grow and build wealth for their families.