Starting a Family: Getting your financial house in order

Join Financial Advisers Robert Goudie and Amy Lehmann as they guide you through the essential steps to prepare for starting a family from a financial perspective.

Discover practical strategies for managing work-life balance, explore the importance of life insurance and different types of coverage such as TPD, trauma/critical illness, and income protection.

Gain insights into building cash reserves, saving for emergencies, navigating childcare options and costs, and making informed decisions about purchasing a home with your future family in mind.

 

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.

• Likes
• Download30
• Share