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Life stages

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Planning for your financial life stages

Our finances throughout life are in a constant state of change. Most of us will pass through six financial life stages as we age. These will have an impact on our income levels, spending patterns and family situations, and while not exactly predictable, they tend to follow a pattern.

At Red Dot, the financial planning process we follow is one of setting and deciding how to achieve our clients’ financial goals. This includes understanding at what stage each of our clients are in the life, and assist with planning for the future you, our client, desire. This planning process is integral to the service we provide to ensure our clients achieve their desired life goals.

We all have different needs and priorities regardless of the life stage we are at, but whatever our circumstances, our focus should always be to plan and prepare for our futures in line with our goals and dreams.

What life stage are you currently at?

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Financial life stages

Choose your life stage from the options below.

The Education Years

Early Career Years

Family/Career Years

Pre-Retirement Years

Early Retirement

Later Retirement

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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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