Life's Stages: aged below 30

Life stages below age 30

In your early years of adulthood, when money is short and you may still be paying off student loans, savings and retirement most likely won't be a priority.

The early years of your life are generally non-income producing. But once education is completed, the financial life cycle can begin in earnest.

These early years of independent living are crucial in your future planning.

Saving habits will stay with you, and may dictate whether you spend a lifetime of saving, or simply repaying debts.

You may be thinking about savings habits or repaying debts, now is a good time to get into good habits

Pensions & Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - I need financial advice to make sure I can afford to retire and live well.

Manage Investments

Income is a priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation in both the short and long term.

Mortgage Advice

I need some good mortgage advice when considering which mortgage is best for me. I would like someone to explain the various interest rate options that are most likely to suit my needs.

Family Protection

I would like to secure my family's financial future and pass on any of my remaining wealth. I need help with protecting my assets whilst still leaving provision for a comfortable retirement.