Financial Planning for Women Through Different Stages of Their Life

Read more about Financial Planning for Women through different stages of their life to find out how you can improve your money management & start your financial plan. Click on the headings below for more detail.


We all need to keep sight of what’s important. The financial choices you make should be determined by what you value most – family, financial independence, security.

Regardless of where you are in life whether you’re single, married, divorced, or widowed money management should aspire to be one of your top priorities. There are some key financial steps you can take to ensure you meet your financial goals and improve your financial wellbeing.


Financial Planning for Women in Employment

Whether you are in full-time or part-time work, there are a few key steps to consider.


Are you in a Relationship/Married

Communication is key. Make financial decisions together, that way neither party is in the dark should something happen.


Are you Planning on Moving Jobs?

Don’t forget to transfer your pension contributions, update your insurance, and Opt into your new employer’s pension scheme.


Are you Expecting A Baby ?

Starting a family is a wonderful and exciting chapter in anyone’s life. Adjusting to a whole new lifestyle can be daunting. So, a little planning can go a long way towards
helping you remain in control of your money.


Are you Taking Care of Elderly Parents?

Understanding the costs and care needed is essential to preparing for upcoming expenses for aging parents.


Are you Planning to Retire? 

Will you have a sufficient income when you retire? Whether to have your own pension or are relying on your spouse’s pension make sure you know how much you are projected to get when you retire.