Age
20s – 30s years
Profile
Single Professional or self-employed, a younger but more established person. More comprehensive advice around insurance, super consolidation and enhancement. Possibly other investment strategies such as gearing or regular saving.
At this stage you may be:
- Seeking to understand you have enough money, no matter what happens
- Starting your first job
- Saving for your first home
- Borrowing for your first home
- Starting to build wealth
- Starting a family
- Planning to deal with unexpected events
Your needs at this stage may include:
- Budgeting
- Investments to build wealth
- Protecting income
Service Offering/Objective:
- Budgeting Tools
- Debt Management
- Income Protection/Trauma/Life and TPD
- Super Maximisation
- Super Consolidation
- Super House Deposit
- Regular Gearing
- Investment Portfolio
- Deposit Builder
- My Prosperity (One Stop Platform for Investments, bank accounts , Money Management)
- Inheritance
- Education Investment
- Property Purchase Valuation
- Website Tools
- Goal Management /Progress Monitoring