Third Age Financial Planning

Third Age Financial Planning

Third Age Financial Planning

There are three ages of life that we go through:

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The First Age

During the First Age we learn about life and enjoy our first experiences of it.

We learn from our families, our environment and our schools.

At the First Age, Corfe Wealth Management offers education and help with understanding of the financial world. A topic that can be quite daunting.

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The Second Age

When we feel ready, we step out on our own.

We start a career, build our own home, start a relationship and build a family.

We then start to educate the next generation ourselves.

In this Second Age, Corfe Wealth Management offers a range of services that is cost effective and helps to encourage the savings mentality.

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The Third Age

There comes a time when our children decide to step out on their own and we are left saying “what do we do now?”

The Third Age is where Corfe Wealth Management really adds value. We help you focus on the future and encourage you to dream. What is it you really want to do?

We help you build a Business Plan for Life.

How to create a Business Plan for Life

Where do you start? The next time your mind starts to wander, sit down with a blank sheet of paper and your favourite tipple – a cup of tea or coffee, glass of water or, more preferable, a glass of a decent Malbec – and allow your mind to explore your dream.

As the ideas start to flow write them down, no matter how extreme they may seem. This exercise can be done alone, with a partner or trusted friend. If with a partner, it’s okay to have different dreams, but also look out for shared ideas as these will inspire you as well.

This is the first step to creating a Business Plan for Life. Next, get in touch and we’ll help turn your ideas into a financial plan, which will provide you with the Financial Wellbeing to support a happy and fulfilled life.

Let's realise the dream together

Making your dream real with Third Age Financial Planning