What do we do?
Essentially we do three things. We help you plan. We help you implement the financial part of your plan. Then through an ongoing relationship we help you stay on track to help you acheive your plan, and make adjustments where necessary.
Relationship/With Adult Children
Being in a relationship with adult children generally marks the beginning of your pre-retirement years. Your hard work has paid off, the kids are largely financially self-sufficient and the expenses associated with raising your children become a thing of the past. This should see a large increase in your investable income. Now it’s time to really focus on paying off your mortgage as quickly as possible and developing a well-structured plan to prepare for your retirement.
Copyright © Cartwright Brown and Company Financial Planning Pty Ltd Trading as Cartwright Brown and Company Financial Advisers
and as CBC Financial Advisers ABN 66 000 011 709 (Company incorporated 1921) Australia.
CBC is an Authorised Representative of Count Wealth Accountants ABN 19 001 974 625 AFSL License 227232
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