Young Professionals Package

18 August 2015

Are you a ‘Young Professional’ who:

  • has simple financial affairs
  • is interested in receiving solid strategic advice and financial education
  • requires help to establish clear direction for their financial goals and aspirations?


Our ‘Young Professionals Package’ is designed for those who:

  • are 35 years or younger
  • are considering their first home or investment property
  • thinking of saving and investing
  • need basic insurance to cover income in the event you are unable to work
  • require budgeting assistance
  • have multiple superannuation funds that need consideration and consolidation


Our advice will include:

  • assistance with setting financial goals and budgeting goals
  • superannuation advice
  • personal insurance considerations (inside and outside super)
  • savings and investment strategies
  • advice with buying your first home
    (saving and preparing; determine borrowing capacity ie how much can i spend and how much can i borrow?)
  • advice on reducing debt faster
  • using bank accounts effectively
  • salary sacrificing



  • Guidance and assistance with getting you started on your financial journey – we will provide you with a snapshot of your current situation and make tailored recommendations to help you achieve your goals.
  • Establishment of your financial foundation.
  • Ongoing education so that you can make better informed decisions and be accountable for your finances.
  • Help with creating a budget and managing cashflow – we’ll provide you with a simple, yet effective, template for free.
  • Options to meet with your adviser regularly (annually or every 3 years) to make sure you are on track.
  • Confidence that your superannuation fund is invested appropriately considering your need for long term growth.
  • Knowing you have an investment / wealth creation plan to achieve your future goals.


What to do next?

Contact us for a no cost and obligation free initial meeting or download our brochure to pass onto friends, family or colleagues.

Young ProfessionalsII

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