Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage.
Watch the video below to learn more about this life stage.
Aspen Corporate Financial Planning Pty Ltd ABN 26 606 685 929, trading as Aspen Corporate Financial Planning is a Corporate Authorised Representative of Australian Unity Personal Financial Services Limited ABN 26 098 725 145, AFSL 234459, 271 Spring Street, Melbourne, VIC 3000.