3. Pre-retiree

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Financial Planning

Acknowledging wealth maximisation phase – preparing for retirement, financial security being the primary concern, having lower debt, fewer family commitments and focusing on investment growth
A financial adviser can help them create a better work-life balance, plan/transition to retirement, reduce and manage debt, build or strengthen their investment portfolio, manage investment risk, identify the right insurance options and maximise their superannuation

Watch the video below to learn more about this life stage.

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