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.
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