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.

Ask us for help with your Life Stage Planning

Contact us to discuss your specific situation and individual circumstances.

Contact Us