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?
Call us 07 40 41 20 55 or click below, to discuss how we can assist you. The first conversation is on us!
Your complimentary initial meeting is obligation free and a great opportunity to meet our Planners and discuss your goals.
Come in for a chat……we’d love to meet with you.