The Importance of Creating Wealth at any age

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At Plus 1 Group, we understand that creating wealth is crucial, no matter what stage of life you’re in. Whether you’re in your mid-20s or mid-50s, different life stages require different financial planning strategies. For example, you may need to plan for your children’s education, assess your family’s financial protection in the event of your passing, or evaluate your retirement savings. These are all important questions that arise as we move through various life stages.

 We’ve observed a rise in interest rates, mortgage payments, grocery bills, and fuel prices in the last 10 months, which has prompted many of us to question how we can afford these increasing costs. For many, the answer lies in seeking the guidance of a financial planner, who can help navigate the many variables involved in personal finance.

 As financial planners, we provide guidance to clients from all walks of life, whether it’s a young family or a retired individual or couple struggling with the cost of living. We believe now is the right time to take stock of your cash flow and assess whether you have surplus funds that can be allocated to paying off your home loan. With just $50 per week, you could save $19,030 in interest over the term of the loan and potentially reduce the payback period.

 If you’re already struggling to make mortgage payments or concerned about protecting your family financially in unforeseen circumstances, we understand that everyone’s situation is unique. However, we have the expertise to assist individuals and families in overcoming their financial challenges.

 At Plus 1 Group, we’re always here to guide and assist you in achieving the financial freedom you desire.

Need more help or information?

Click the link below to contact us at Plus 1.

Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays


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Contact Us

27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988
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