Starting Out (20 – 30’s)

Time to get sorted

It’s an exciting time. You are just beginning your career or your studies, with a life of unlimited potential ahead of you.

The financial decisions you make now will affect the rest of your life. You need to act now, while time is on your side!

These early years present a not-to-be-missed opportunity to focus on your own financial future. Now is the right time to become fiscally savvy, maximise your earning potential, and establish sound financial habits that will support you on the journey to your dreams.

Your financial objectives may include:

  • Paying for tertiary or higher education to make your career goals happen and managing student debt.
  • Buying a car or a first home
  • Funding travel and other valuable life experiences
  • Building your savings, and starting an emergency fund
  • Establishing a good credit history

Getting professional advice at this stage is an investment in yourself. Working with a financial adviser will empower you to take control of your financial future. You will learn valuable skills, such as planning and budgeting, using different types of investments and strategies to accumulate wealth, managing good and bad debt, and setting yourself up to minimise your tax burden throughout your earning years.

Our advisers will also help you identify your areas of financial risk and put strategies in place to protect you. Have you ever considered what might happen if you are unable to work for a long time, or experience a serious accident or illness? Thinking about things like this is a lot less stressful if you know you have the means to weather the storm.

You should not be asking if you can afford to get good advice – you should be asking if you can afford not to! Get moving. Get sorted. Get wealthy!

Contact us today for more information.

Further reading

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