YOUNG PROFESSIONALS

The Path to Success

Life's big events can happen fast and there is no better feeling than being prepared. Whether it's getting married, starting a family, bringing your finances together or changing jobs - with the right financial plan you will be set on the path to success.

Wedding Tent

CASH FLOW

What is the best way to merge overall family finances?
Do we need a joint bank account?
Who will pay the bills in the family?

doing work together

BUDGETS

Do we have/keep separate credit cards?
What is the best way to build our family budget?
How do we minimize our income taxes?

MANAGING ASSETS

Should we buy a new home?
If we own two homes, should we rent or sell the one we don’t live in?
What is the best way to handle our HECS debts?

green papers

INVESTMENT & ESTATE PLANS

How much should we be saving for retirement?
Do we change beneficiaries on our superannuation plans?
Do we need a will?

Image by Stage 7 Photography