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Life Stages and Issues
| Life Stages |
Planning issues |
| Age 76 onwards |
Retirement stage 3
- Long term care
- Estate planning
- Putting your affairs in order
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| Age 66 to 75 |
Retirement stage 2
- Less travel/leisure spending?
- Providing for children/grandchildren
- Health
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| Age 55 to 65 |
Retirement stage 1
- Early retirement, is it possible?
- More leisure time
- Travel and associated costs
- Living the life you always desired
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| Age 31 to 55 |
Family and accumulation years
- Protecting the family
- Moving home
- Saving for retirement
- Accumilating savings
- Your children (see below)
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| Age 22 to 30 |
Getting started career/relationships
- Marriage - wedding costs
- First home
- Starting a family (see below)
- Starting your own business
- Protecting your family
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| Age 0 to 21 |
The Early Years
- School fees planning
- Saving for children's future
- Funding for university
- Cost to raise a family
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