Starting a family
Questions you might have
Can I achieve a work-life balance?
One of the hardest things about becoming a parent is dividing your time. You want to continue earning money to provide for your family, but you also want to create memories.
We’ll work to get you to a point where you are financially comfortable and help you determine whether you both need to carry on working.
How do I plan for my child’s education?
Planning for the costs of your child’s education is one of the best things you can do.
Whether you’d like to send them to private school, are concerned about local nursery costs, or want to support them through university. The longer you have to get a plan in motion, the better the outcome will be. Once we understand your goals, we will set our sights on getting you there.
What insurance do I need in place?
Insurance and protection become even more important when you have dependents.
If anything happens to your assets or health, you want to sleep soundly knowing everything has been taken care of and your family isn’t placed in any financial predicaments. We can help you work out what is needed for that peace of mind.
The plan will have no cash in value at any time, and will cease at the end of the term. If premiums are not maintained, then cover will lapse.
How can I quickly build my savings pot?
You may feel pressure to save more money as you start building your family, but it’s important to only save what you can afford.
We will listen to your goals and set up a budget and a plan to help build your savings.
Should I set aside money for their future?
Understandably, you want to start planning for their financial future at the earliest stage, but it’s important you don’t overstretch your own finances.
We will work with your entire family now and for many years to come, and financial freedom is our top priority.
How we'll help
One of the hardest things about becoming a parent is dividing your time. You want to continue earning money to provide for your family, but you also want to create memories.
We’ll work to get you to a point where you are financially comfortable and help you determine whether you both need to carry on working.
How we'll help
Planning for the costs of your child’s education is one of the best things you can do.
Whether you’d like to send them to private school, are concerned about local nursery costs, or want to support them through university. The longer you have to get a plan in motion, the better the outcome will be. Once we understand your goals, we will set our sights on getting you there.
How we'll help
Insurance and protection become even more important when you have dependents.
If anything happens to your assets or health, you want to sleep soundly knowing everything has been taken care of and your family isn’t placed in any financial predicaments. We can help you work out what is needed for that peace of mind.
The plan will have no cash in value at any time, and will cease at the end of the term. If premiums are not maintained, then cover will lapse.
How we'll help
You may feel pressure to save more money as you start building your family, but it’s important to only save what you can afford.
We will listen to your goals and set up a budget and a plan to help build your savings.
How we'll help
Understandably, you want to start planning for their financial future at the earliest stage, but it’s important you don’t overstretch your own finances.
We will work with your entire family now and for many years to come, and financial freedom is our top priority.
The value of units can fall as well as rise, and you may not get back all of your original investment.
