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Oct 11, 2013

Ask yourself – what is your ideal situation?

Facing reality does not mean you can’t live your dreams! Financial planning is critical in ensuring you avoid the “wilderness years”.


Perhaps you are looking to buy a holiday home or maybe you are thinking about starting up a new business. Financial planning is important to ensure you can reach your goals without feeling the pull on your purse strings. Financial planning can include investment planning; retirement planning; tax planning; education planning; estate planning and insurance planning. Typically, your maximum earnings are achieved between the ages of 40 to 50 – but why work so hard during this period if you can’t enjoy it?

Northern Star offer individual, personal, financial planning advice by evaluating your financial situation and working with it in order for you to live life how you imagined! We work based on the IAN model, which basically means we look at what your Ideal situation is – what are your dreams, where do you want to be in 10 years, who do you want to be? We will look at your Actual situation – how much you currently earn, how you can improve your investment and what Needs to be done to achieve the “ideal situation”.

Throughout the years, we’re extremely proud to say we have helped many individuals reach their goals, coaching the ‘will haves’ to develop into the ‘haves’. With the right guidance and investment support nothing is stopping you from buying that dream home or maybe even running your own business.

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