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 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.

Getting professional financial advice is also more affordable than ever, as often your Super money can be used to pay a portion (or all) of the plan fee – meaning little out of pocket.

How we can help you:

  • Keep you accountable as we work together – like a coach!
  • Look at ways to reduce your personal debt, such as credit cards, personal loans, car loans, etc
  • Help you develop a spending plan so your money starts to work for you
  • Helping you get clear on your goals
  • Moving away from the ‘defaults’ in your super – and making sure it’s turbo charged for strong future growth
  • Making sure you have the adequate lifestyle protection in place (personal insurance through your super, etc)
  • Helping you make smart investments with your money

We are based in Brisbane and serve clients all around Australia.

Ready to become your best? Just click below to schedule a free initial chat.

Click Here to Schedule Call