My Family is growing, what do I need to do?
As life goes on, you will find a career, potentially look at getting married, and invest in real estate. With marriage comes the potential of adding a new member to your family. A joyful occasion, this event also brings with it the responsibility of providing for your child’s future.
If you were to pass away suddenly, how would your family cope with the expenses?
Services To Consider
Paying Off Your
Mortgage
Fast-track your mortgage payments and pay off your mortgage more quickly.
Establish An Emergency Fund
Make sure you are left with some savings after accounting for all expenses.
Staying On
Budget
Make a budget that accounts for all your recurrent expenses
Plan Short, Medium & Long Term Spending
Devise an effective financial plan that will set you up for life.
Saving For Childrens Education
Employ strategies to boost savings and reduce your tax bill.
Saving For
Retirement
Ensure that your financial plan has a strategy in place for your retirement.
Taking Care of What IF's
Take care of contingencies such as disability, debilitating illness, or premature death by having insurance coverage.
Make A
Will
Prepare a will outlining how your estate will be distributed after you die.
Working with you at various stages of life
What Our Clients Are Saying
H. Singh
The team at Accureta Wealth made a tailored plan for our family, guiding us each step of the way, setting goals, defining milestones, picking investments and educating us on each step along the way. Naveen is very approachable and has been always ready to answer my questions.
R. Kucukates
