Investing Once You are Debt Free

We have noticed a trend in clients approaching us for advice once their mortgage is close to being paid off.

After having regular withdrawals for the past 20-25 years, clients are often at a loss as to what to do with the reduction in fixed expenses.

Without a plan, often the normal everyday expenses creep up and this surplus is not being utilised as efficiently as it could be. It’s important to ensure your long term retirement needs are met beyond having a debt free home.

Please read this article written by our Financial Adviser CFP®, Elise Hamill which is posted in the Southern Districts Rugby website. Click here to access the article.

Ref: http://www.southerndistricts.com.au/club-v2-news/a-word-from-elise-hamill-sponsor

Please note this information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial advisor, whether the information is appropriate in light of your particular needs and circumstances.

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EFDB Pty Ltd | Sydney CBD | Northern Beaches | ABN 64 112 871 922 | AFSL 311720