The clever ones start early
If you’re a young working professional with goals for the future, we can help you put a financial plan in place to help you become a wealth builder. It’s wise to start early – that’s the way to ensure the majority of your savings balance comes out of investment returns rather than your own pocket. Just a few years can make a huge difference due to the power of compounding returns, leaving more of your future income to become spending money. It’s also the best time to lock in a good deal on insurance.
When it comes to insurance, we are one of the few firms who do not work on a commission basis. We charge you a fee to do the work, then come up with a pragmatic needs analysis to make sure you have the right cover. Non- commission insurance policies are typically 25% cheaper and this can add up to many thousands of dollars over the life of your policy.
Whether you’re thinking about life insurance, starting a family or upgrading your home, our straightforward advice will help you make better and more informed decisions. The best time to start planning is now – so make a time for a chat with us about becoming a wealth builder.