Parental Financial Planning Services Brisbane

You often hear new parents say that having a baby is an amazing, life changing experience. Nothing is ever the same again! At a time when every aspect of your life is changing, the last thing you want to think about is money. But while there may not be ways to reduce the financial commitments, there are things you can do to plan and manage them more effectively with our parental financial planning services in Brisbane.

Common questions to consider

• What happens to my job while I'm on parental leave?

• Can I afford to be off work for a year?

• Will we be entitled to any government benefits?

• How much do I need to earn to make going back to work worthwhile?

• What happens to my super while I'm on parental leave?

• My insurance premiums are paid through my superannuation. What happens to my insurance cover while I'm on parental leave?

• Do I need a Will now?

• Do I need to get some insurance now?

• When should I start investing for my child's education?

• Should I put investments in my child's name?

How we can help

• Develop a plan for your goals and your time frame.

• Set a budget prior to having a family or if you're off work with a family.

• Develop an investment strategy to accumulate money for long term goals like private education.

• Review, recommend and arrange appropriate insurances.

• Recommend superannuation strategies to help you continue saving for retirement and minimise the total tax you are paying right now.

• Recommend if you need a Will or need to review your Will.

What to do next

For our professional parental financial planning services in Brisbane, contact us today.