Home Contact Us Community Contact Us Contact Us
 
 
 
22nd November 2008
 
StartPage
 
   
Early years
Mortgage years
Pre-retirement years
Retirement years
UK pension transfers
Genesys Wealth System

Mortgage years

Financial priorities: Pay off the mortgage and protect the family
Life motto: My house is my castle/it's a family affair

The mortgage years bring with them a large debt, but this is a price most of us are more than willing to pay for the security of our own home. Debt management becomes important, as you look at strategies like consolidating debt and enforcing a strict budget to pay off that mortgage sooner rather than later.

The mortgage and family years also span quite a large period of time, so your strategy may alter as you move through this stage.

 

Key strategies

  • Debt management (paying off homeloan faster)
  • Maximising investments
  • Risk insurance (e.g. life insurance, income protection and trauma)
  • Superannuation

View our case study to find out more about financial strategies for this stage of your life and then make an appointment with a Genesys wealth adviser in your area to kick-start your lifelong financial plan.



  • Business advice
  • NorthStar Lending's StarNet (NorthStar clients only)
  • Loan reduction calculator
  • Stamp duty calculator
  • Borrowing calculator
  • Privacy Conditions of Use