Prudent Financial Planning is dedicated to helping everyday people achieve both their personal and financial goals 

 

Prudent Financial Planning caters for clients in each of the main life-stages of:

STARTING OUT

Singles and Couples aged 20 to 30

Just started full time job after Uni or Trade

Renting or still living at home

Wanting to save but still enjoy independent lifestyle.

Looking to buy first home

YOUNG FAMILIES

Aged in 20s, 30s or 40's

Want to provide financial security to family

May have had a reduction income due to one or both partners working fewer hours to look after children

Budget may be quite tight

Want to start saving for children's education

Need to protect 

pre-retirement

Aged in 40s, 50s and 60s

Enjoy a successful career but realise can't work forever

Want to be able to enjoy similar lifestyle during retirement

Want help saving for the future, renovations, holidays, education, retirement

Want help with debt so as not to be still paying off home in retirement

retirement

Aged in 50s, 60s and 70s

Currently retired or about to.

Want to enjoy life after a lifetime of working and need help managing retirement income and Centrelink

Has Super and may have other investments like manged funds and property etc

Want to ensure estate planning affairs are in order