Accumulating wealth

During this stage you are trying to accumulate wealth in which to have a healthy retirement, at the same time as funding all of the life changing events that occur in the consolidation phase i.e.:

  • Property upsizing
  • Relocating
  • Preparing for retirement
  • Disposal or handover of your business
  • School/university fees
  • Buying to let property
  • Accumulating wealth

Failing to plan is planning to fail.

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