Common Goals
Everyone’s journey is different, so your goals are personal to you and you only. At YMYL we help you understand what your financial objectives are, and we work with you to help you meet your objectives. Here are some common goals and objectives:
- Have more time to do things that make you happy – travel, gifting, working less
- Wealth management – Pay off your home loan, help your kids buy a property, build an investment portfolio, save for children’s education, look after your parents
- Wealth protection -protect your income and assets
- Wealth Transfer -set up your estate planning so the right assets go to the right people at the right time
- Retirement Planning – use your accumulated assets to fund your retirement income, understand how long your assets will last
- Centrelink entitlements – Understand which entitlements you can access
- Aged Care and Home Care -assistance with understanding costs and access
- Business Planning -work less, or more, build your business, sell your business
