20 to 35 – It’s Not Too Early!

It’s not too early to begin thinking about your financial future . After all, the earlier you start, the more time you have to save money and plan for the life you want to have. We have put some questions together below that you might have asked yourself, and responded as to how we can help. You may have other questions, please call and discuss these with us.

Do you need to tidy up your superannuation so it is all in the one fund?

We can help you to consolidate your superannuation funds and provide investment strategy advice to ensure you are growing your fund at this stage of your life. Retirement is a long way off, but you want to make sure you enjoy it.

Is your credit card debt stopping you from saving for a holiday, a car or the deposit of your first home?

We provide services that will help you to get organised, get rid of your debt and make sure you are achieving the financial goals that are right for you. These include:

  • Cash flow analysis – where is your money going and where can you save more.
  • Budget planning – discipline to stick to your plan and achieve your goals.

Have you considered what might happen if you are unable to work due to illness or injury?

Your biggest financial asset at this stage in your life is your ability to earn an income. In the unexpected situation that you lose that ability it is important you have planned ahead.

We can provide a solution to protect your income so that you can continue to receive a salary if you are injured or ill.

Are you wondering how you are going to afford a wedding? An engagement ring? Or… a family?

At this stage of life big expenses are around every corner, and planning is vital to being able to afford to pay for these things, and still have quality of life. I mean, we all like baked beans, but not for every meal! We can help you to budget for these events and not allow the stress get in the way of the happiness!