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)
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.
Make the best financial decisions as you start a new chapter in your life
By Tamara Gillman, CFP®