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What Stage of Life Are You In?

Voyage Financial Planning, we give you advice on investments, and wealth management to help you and your family grow, protect and pass on your wealth.

Find out what you need to know

Your life priorities, financial circumstances and needs change through your life, meaning there are different financial aspects you will need to consider.

Development Stage: 20s

With some strategic movements now, you'll be well on track towards achieving financial independence from family.
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Build Up Stage:30 to 40

With disposable income on hand too - now’s an ideal opportunity to ensure you have adequate protection and provision in place.
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Expansion Stage:40 to 55

If parenting is part of the equation, quick decisions must be made that balance fiscal responsibility with sound investments.
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Settling Stage:55 to 65

Now is the perfect time for reflection on where you are at present as well as planning ahead financially.
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Sustain & Reward:65 to 75

It's essential to be mindful of pension planning investments so you can savour every moment without worry.
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Conservancy Stage:75+

During this period you should ensure your will is prepared and consider covering funeral expenses in advance.
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Make The Most Out Of Your Wealth, Speak To An Adviser Today.

We would love to hear from you! Please fill out our form and we will be in touch with you.

Alternatively, you can contact us using any of the details on our contact us page.
Voyage Financial Planning, Basepoint, Unit 68, Premier Way, Abbey Park Industrial Estate, Romsey, SO51 9AQ
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Voyage Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.

Voyage Financial Planning Ltd is entered on the FCA register (www.FCA.org.uk) under no. 992319.

Registered office: C/O Vantage Accounting 1 Cedar Office Park, Cobham Road, Ferndown Industrial Estate, Wimborne, BH21 7SB. Registered in England and Wales Number: 10889785
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