I need someone to crunch the numbers
Money, numbers and figures aren’t for everyone, so if you are needing a hand to put together a weekly budget, run the numbers to see what you are in for to purchase a property, do some renovations around the house or open up your own shop and start your own business. You have come to the right place.
Get me out of debt, so I can start saving
If you are like most young Australian’s then chances are no one ever taught you how to manage your money, do a budget, use a credit card, save money, even how to set up a bank account probably, (But thank god they taught us about Algebra and Shakespeare in school). That is why we have put together our Money Management Program, to help you to take control of your money, get out of debt and start saving money for whatever you want to save money for, a holiday, new car or even a house deposit. Find Out More
I Need some Insurance
You might have a YOLO attitude, but if you have ever had to take a few unpaid days off work because you were sick or injured you will realise not getting paid isn’t a whole lot of fun. That is why we like to make sure you have the right amount and type of personal insurance in place to make sure you, your family and your finances aren’t affected if you can’t go to work or the worst was to happen.
Please sort out my Super
We get it, superannuation isn’t the funniest topic to talk about but we all know that it is important and if you are anything like the average young Australian, you would have worked a couple of different jobs by the time you turned 25. So it’s no wonder you have 3 or 4 different super funds. The good news is that we can get it sorted out for you in no time.
I want to invest some money
Maybe you have been a good little saver from a young age and have some money saved up, come into some money from the sale of a business or property, or you inherited some money from a long distant uncle that you have never met. Either way, you thought it was a good idea to do the adult thing by looking at ways to invest this money.
I need a Will
Congratulations, you have decided it’s finally time that you listen to your parents and get a WILL in place.
Let’s Do This
Because we know you are busy we have made it quick and easy for you to get your finances sorted,
Book in a Time for a Chat and we can explain how we can help & how we work.