Expansion Stage: You're 40 to 55

Turning 40 is just the beginning - now's the time to make financial decisions that will truly set you up for a successful future. Make sure to thoughtfully plan how best to maximize your earnings and enjoy all of life’s rewards!

It's time to take control of your life

As you enter your 40s and early 50s, the possibilities to use what you've worked for are plentiful. If parenting is part of the equation, quick decisions must be made that balance fiscal responsibility with sound investments - allowing smart resources to build up financial stability for yourself as well as your family.

A Growing Family

As your children grow more independent, it's the perfect time to examine and prepare for all of life’s financial possibilities. Make sure you're well-equipped with a secure budget that meets your family's needs!

Dual income & Peak Earning Power

Get ready to make your holidays even more special by creating unforgettable memories with the ones you love. Plus, as time passes and needs change, don't forget that extra spending can help ensure your home is always a comfortable place for family gatherings!

Reduced Mortgage Payments

In your 40s and 50s, freeing up financial flexibility is easier than ever with lower mortgage repayments - leaving you open to discover investment opportunities that can help shape a secure financial future.

Travel and Leisure Expenses

Get ready to make your holidays even more special by creating unforgettable memories with the ones you love. Plus, as time passes and needs change, don't forget that extra spending can help ensure your home is always a comfortable place for family gatherings!

plan for a secure future with our comprehensive financial Advice.

Start taking control today – contact us now to schedule a free consultation and begin designing a roadmap for success.

What can you do now?

To ensure a secure financial future, it's essential to keep your pension plans up-to-date and consider diversifying your investments in the downtime between moments of celebration. By proactively maintaining these activities throughout your 40s and early 50s you can enjoy the benefits of an organized retirement plan later on!

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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