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Life stages

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Family and career building years

Financial planning for every stage of your life 

This is the stage where your income and outgoings may have increased. Along with it, added responsibilities such as a family, relationships, work commitments. At this stage it is time to consider what if something happens and the income stops? Now would be the appropriate time to consider if you should have suitable income protection cover so that, you and your loved ones’ lifestyle is looked after. 

This is an exciting time where your goals may include buying a house, starting a family, along with looking at your life cover, pension savings and will. This is also a time where you may also be looking at saving for both your and your children’s futures – for example, car, school or university fees in years to come.

You should have adequate life insurance, critical illness and health insurance to cover yourself and your family from an unexpected risk. 

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How we join the dots

Our 6 stages to financial success:

  •   Step 1

    Identify your current financial situation

  •   Step 2

    Work with you to define your financial goals

  •   Step 3

    Assess your current financial situation

  •   Step 4

    Provide individual personal financial analysis

  •   Step 5

    Recommend and implement your financial plan

  •   Step 6

    Meet annually to re-evaluate and monitor your plan

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Contact us today

At Red Dot our duty is solely to you- our client. We can help you, your family and business with expert independent financial planning and take the time to understand your needs and goals. Planning for your future and building your wealth, protecting you and your loved ones and your business, is what we do. To see how we can help, please contact us today.

We can conduct our business from a distance via Telephone, Zoom, Skype, Email, Post and in person at any of our offices or an address of your choice. Please fill in our online form and we will get back to you.

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