It's all about you and your life

First Avenue Wealth understands that every client is different, and has individual desires, which require their own strategy. We recognise that over your lifetime, the focus of your financial goals will change, and with this, so will your financial strategies.

Your Life Stage Life's complicated but your finances don't have to be!

Wealth Starter

Age 18- 35

Starting a savings plan
Setting financial goals
Preparing a budget
Buying your first home
Managing your debts
Protecting your income
Having adequate insurance

Wealth Accumulator

Age 30- 45

Setting financial goals
Investing surplus income
Reducing tax
Paying for education
Building a portfolio
Building superannuation
Protecting your family

Wealth Maximiser

Age 40- 60

Setting retirement goals
Boosting savings
Reducing your tax
Protecting your wealth
Estate planning
Managing your super
Building passive income

Wealth Manager

Age 55+

Funding your retirement
Making your savings last
Retirement goals and lifestyle
Leaving money for your family
Centrelink entitlements
Estate planning
Aged care

Whether you're buying your first home, making sure you and your family are protected by insurance, or choosing the best investment strategy to secure your retirement, having access to the right information and quality advice makes getting ahead easier.

We take the time to understand where you are now and where you want to be including you’re your lifestyle and financial aspirations. We’ll help tailor a plan and provide you with sound advice to help you achieve your goals, so you are ready for the life stages ahead of you.

Life Stages - First Avenue Wealth