Build-Up Stage: You're 30 to 40

Your financial future should not be an afterthought in your busy life. Take advantage of the tax-efficiencies pensions and investments offer to ensure a secure retirement.

It's time to take control of your life

Your 30s is a time to take stock of your life, plan for the future and make smart financial decisions. This can help lay the foundation for settling down, buying a home or even starting a family. With disposable income on hand too - now’s an ideal opportunity to ensure you have adequate protection and provision in place as you progress through this stage in life.

Building your Career

Your career can be your most powerful tool for personal growth. As you rise through the ranks, challenges and opportunities will expand to provide invaluable lessons in both knowledge acquisition and financial literacy.

Getting Settled

Marriage and settling down with your partner can be a momentous occasion, offering the perfect opportunity to reassess both financial objectives as well as long-term aspirations. Take this chance to plan for the future together!

Moving House

Upgrading your home is an excellent way to build equity and set yourself up for long-term financial success. Your family's future could benefit greatly from making a smart real estate investment - take advantage of this prime opportunity now!

Disposable Income

As you enter your 30s, investing in the long-term becomes increasingly important. With greater financial stability comes increased disposable income for exciting opportunities like travel and entertainment - allowing individuals to take advantage of their hard-earned funds!

Start your financial journey today

Contact us now to speak to an adviser and make the most of this opportunity.

What can you do now?

Effectively managing your money in your 30s can help ensure a secure financial future. Maximize the benefits of tax-efficiency by utilizing all available annual allowances to invest into pension funds or ISAs, and you'll be well on track for long-term stability!

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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