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 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 financial and lifestyle 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)
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.
See What Our Clients Say
I'm so glad that Tamara reached out to me on LinkedIn. It's great to be able to talk to & get advice from someone around my own age who just gets me & my financial goals. Very professional in her dealings & clear in her explanations. My financial future is looking much brighter thanks to Tamara. I highly recommend.
Tamara's service was professional, friendly and supportive. This was my first experience with insurance and superannuation and Tamara made the process simple and painless. I felt comfortable and confident with the advice I was given and I'm really glad I had Tamara's help setting up my financial future. Thank you so much Tamara, I'm really happy with the experience I had with True Journey Financial Planning.
Tamara was wonderful. She explained everything clearly and thoroughly, and I learnt a lot which, I wish I knew sooner. The whole process was easy, and she has set me up for my future.
Frequently Asked Questions
Yes, our initial meeting is completely free and without obligation.
Yes, in most cases our financial planning fee can be deducted from your super. Fees range depending on the complexity of the advice needed, which we will discuss in our initial free meeting. Before proceeding, you will fully understand any fee, and the benefit of the advice.
Not necessarily. A lot of our clients require our help initially to either a) make a recommendation for their super and/or put in place personal insurances. We are then available as a soundboard and coach as they require additional advice down the track.
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Take the first step towards your dream lifestyle and financial freedom with True Journey Financial