Financial planning for major life events

29 October 2024

Big life changes are inevitable, and each one brings its own set of financial challenges and opportunities.

Whether you’re starting a family, buying a home or approaching retirement, careful financial planning can help you navigate these transitions smoothly. The key is to be proactive – set clear goals, create a realistic budget, plan for the unexpected and seek professional advice to optimise your financial situation.

Read our guide Financial planning for major life events for more information on how to manage finances for life's key moments.