Building Career & Family

You are establishing and building your career and perhaps starting a family.

Your goals may include:

  • Buying a house and life insurance
  • Renovations
  • Reducing taxes
  • Paying off your HECS/HELP debt
  • Growing savings
  • Preparing a will
  • Opening an investment account
  • Getting married
  • Wills and Estate Planning
  • Having children
  • Family healthcare

You’re ready to purchase your first home but not sure how to save the money you need for your deposit? There’s a lot to think about and it can be confusing. We can help you to understand your “Spending Personality” – how you save and spend, and also answer your questions regarding interest rates and mortgages, finance approvals, budgeting, insurance and taxes.

We will design a personalised strategy to suit your needs and goals to get you into the housing market. We can even help you with budgeting for those renovations that you want to do.

As a couple with young children you might want to be able to do a better job of making ends meet daily, save for a house, pay off your mortgage sooner or choose your children’s education. Perhaps you want to make sense of your financial direction, how to protect your family or learn about investing?

Seeking sound financial advice in this life stage can bring security, set you up for a comfortable future allowing you to reach your dreams and aspirations. We can help you to set up a budget to save for your first home, ensure you are adequately insured for those unexpected hiccups, or create strategies to help you pay down your debt, like your mortgage quicker. The opportunities are endless and we are here to help you.

Contact us today for more information.

Further reading

To download useful guides to understanding investments, insurance, investment concepts, estate planning and debt management simply add you email address below to unlock the content.

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