For Women
What’s your relationship with money like? Whether single, married or divorced, the question should be asked – if you don’t feel involved, independent or secure, it may be time to take charge of your finances. You may find that some small changes will make a big difference to your overall wellbeing.
Financial well being is a key issue for most women. In today’s society, women are now setting their own agendas to achieve financial independence and security.
Over the course of your lifetime, you may transition from independent and career focused to mother and homemaker, taking time out of your career to be the primary care giver for your children, and then returning to the workforce later.
You may return to work on a Casual, Part time or Full time basis – whichever the case, we can help you plan for the specific issues that can arise when adjusting income, personal insurances and long term savings plans.
When your car breaks down, you want a mechanic who can clearly explain the problem, give you a quote and get you on the road again. The same goes for financial planning - gone are the days of confusing terminology and baffling reports…JustInvest presents information in a clear and non confrontational way. Getting your financial future on the right track is about your peace of mind, and not navigating a maze of paperwork!
Here are some key issues where women may seek our advice:
- Retirement Planning: Women often face unique challenges, such as the gender pay gap and career breaks, making tailored advice crucial for maximising retirement savings and optimising superannuation contributions.
- Investment Strategies: Many women want to invest in line with their ethical criteria, avoiding some areas and supporting others. They want to be involved in investment decision-making, and receive guidance on suitable options and long-term wealth-building strategies
- Estate Planning & Asset Protection: Proper estate planning is vital for protecting assets and ensuring they are distributed according to one’s wishes. Advice on wills, trusts, and minimizing estate taxes is invaluable, particularly in the event of relationship breakdown
- Financial Independence & Empowerment: Empowering women to take control of their finances through budgeting, debt management, and setting long term financial goals is essential for financial security
Contact us today to learn more about how we can help you achieve your goals.
See our Blog Posts - What’s your relationship with money like? Insurance for SuperMums! …and more
