Example 45 year old

In this Tutorial we will set out and run through an example which is fairly typical of the type of calculations we do for families in this age group. We are using an example of husband and wife with 2 children of school going age.

The intention here is to illustrate as closely as possible ​how easily a real life situation can be implemented and planned for to provide guidance and answers to assist the family in firstly understanding where they currently  stand financially and then to also understand what they need to action or implement in order to reach their goals going forward.

I would suggest that as we run through this example, that you have a pen and paper ready and make notes of your specific circumstances. ​