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

 

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.

Young ProfessionalsII

You may also like

Investment & Economic Snapshot April 2024

Investment & Economic Snapshot April 2024

As of April 2024 Highlights Risk aversion and moderating expectations for interest rate cuts pressure bond and equity markets. Australian and US inflation data releases came in higher than expected as services inflation remains elevated. Geopolitical tensions...

read more
September 2022 Newsletter

September 2022 Newsletter

Your Financial Guide Newsletter September 2022 This edition, we will introduce you to a new team member! We talk about the superannuation contribution rules that changed in July. We also talk about inflation, and the importance of being vigilant with regards to cyber...

read more
March 2022 Newsletter

March 2022 Newsletter

Your Financial Guide Newsletter March 2022 I'm sure when 2022 started, we were all hoping for a positive and less dramatic year considering the last 2 years. Sadly it's not the case, and like the rest of the world we are deeply saddened with he current plight of the...

read more