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

 

Outcomes….

• 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.