Young Professionals - True Journey Financial

FINANCIAL PLANNING FOR YOUNG PROFESSIONALS

As a young professional, we understand you have many competing priorities – your career, fitness, social life, travel, study… and there just isn’t enough time for everything!

The best thing is, with age on your side you are in a powerful position to make the right changes now to set yourself up for a happy and comfortable life.

Generally at this stage in your life you may have some assets and debt, and you might be concerned that your income is not being used to its full potential. You’d like to know that you’re doing everything you can to get ahead, and let’s face it- money is not exactly a topic that was taught at school either.

We will work with you to create a solid foundation, allowing you to make the most of your cash flow, reduce your tax, pay down your debt and provide a savings plan so that you are on track to achieving your first financial goal, whether it is your first home, an investment property, travel, wedding or another significant life goal.

How We Can Help

Accountability

Keep you accountable as we work together – like a coach!

Reduce Debt

Look at ways to reduce your personal debt, such as credit cards, personal loans, car loans, etc

Spending Plan

Help you develop a spending plan so your money starts to work for you

Goals

Helping you get clear on your financial and lifestyle goals

Super Advice

Moving away from the ‘defaults’ in your super – and making sure it’s turbo charged for strong future growth

Insurance

Making sure you have the adequate lifestyle protection in place (personal insurance through your super, etc)

What Our Clients Say

          
   Deb Pearson 
 14/07/2022
 
 
  I highly recommend Tamara and Charade from True Journey Financial Planning. They have done a fantastic job of putting together a plan for us that works with our current lifestyle and gives us peace of mind about the future.
  
 
       
   Chris Sadgrove 
 04/07/2022
 
 
  Very understanding and pleasant to work with, explained details very well which made my decisions very easy. Definitely would recommend to anyone seeking a good financial planner.
  
 
       
   Andy Heironymus 
 02/06/2022
 
 
  My wife and I highly recommend True Journey FP. Tamara explains complex financial matters in a way that we are able to digest and understand with ease.  Every interaction is positive and I can honestly say that we are confident in leaving our finances and future in Tamara's more than capable hands, and that is not said lightly.
  
 
       
   Ruth Morton 
 11/05/2022
 
 
  Tamara has been a breath of fresh air in an industry that can be intimidating and difficult to understand. She took the time to show us a number of investment options which would suit our life stage and enable us to live comfortably in our retirement. She listened to what we wanted and made it happen.
Thanks to her professional advice our investments have gone exactly to plan in difficult times. I would highly recommend True Journey FInancial Planning and Tamara to help you with financial advice for any life stage. We are looking forward to working with Tamara for years to come.
  
 
       
   Ann Cloke 
 19/04/2022
 
 
  I am very pleased with the help I have received from Tamara ,She as made the whole process an easy journey .Thanks
  
 
       
   Vaughan Chitty 
 11/04/2022
 
 
  Always provide comprehensive, understandable information and advice.  Requests are actioned promptly.  Tamara is a professional and a pleasure to deal with.  Thank you
  
 
       
   Julie Hansen 
 10/04/2022
 
 
  I highly recommend Tamara and her team at True Journey. Great personalised service. They are genuinely interested in bettering your financial future and guiding you through the process. They make it easy to take care of yourself and your family.
  
 
       
   David Chilton 
 18/02/2022
 
 
  We were fortunate to hear about Tamara at True Journey Financial Planning from our son. We cannot recommend Tamara highly enough. Following her advice and help with our Retirement Planning, my wife was delighted to find out it was possible for her to retire much earlier than she had anticipated. The great part too, is that Tamara takes all the hard work out of the processes. Nothing has been too much trouble for Tamara, she is always there if we need to check anything or further advice. Thanks to Tamara and the team, we are now enjoying our retirement together.
  
 
       
   Julie McGlone 
 08/02/2022
 
 
  Tamara Gillman and her team at True Journey Financial are simply the best. I resisted getting financial advice thinking I knew it all - and then it was nearly time to retire and I panicked. Tamara to the rescue - her advice has been clear, considered and mindful of my needs and wants. I have gone from worried about my finances to feeling happy and secure. I highly recommend this company and my only regret is not contacting Tamara sooner.
  
 
       
   Stella Bachtis 
 02/02/2022
 
 
  Tamara is great to work with - very knowledgeable and personable and always keen to help. She has been professional and helpful and she has her customer's best interests at heart. Highly recommend.
  
 
  
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   Google rating score: 5.0 of 5, based on 83 reviews