Early Adults

Online Financial Health Check

Invest in your financial future with our comprehensive 60-minute online sessions, designed to provide tailored insights and strategies for your financial journey. For just $300 plus GST, you'll receive expert guidance on budgeting, cash flow management, debt repayment, and more. From our sessions, you’ll walk away with a personalised Three-Step Action Plan. Plus, as a token of appreciation, you'll be reimbursed $50 after leaving a review on Google.

Book your session instantly and take the first step toward financial clarity and confidence!

This 60-minute online session is tailored specifically for young adults looking to take control of their financial future. Whether you’re navigating student life, starting your career, or planning for big milestones like homeownership or travel, you’ll have the opportunity to choose one or two key topics that matter most to you. We will provide practical, easy-to-understand guidance to help you build confidence in managing your finances.

To help build your Three-Step Action Plan from our meeting we will discuss the following:

1. Budgeting Basics
   Learn how to create and manage a budget that aligns with your lifestyle and goals. We’ll discuss effective strategies for tracking income and expenses.

2. Cashflow Management
   Understand the importance of cashflow and how to optimise it. We’ll explore tips on managing your money effectively.

3. Setting Financial Objectives
   Discover how to set realistic and achievable financial goals, whether for saving, investing, or planning future expenses.

4. Preparing for International Travel
   If you’re considering studying or traveling abroad, learn how to budget for international expenses and manage your finances while overseas.

5. Home Buying Essentials
   For those interested in buying their first home, we’ll discuss key considerations, including saving for a deposit and understanding mortgage options.

6. Understanding Lenders Mortgage Insurance (LMI)
   Learn what LMI is, when it applies, and how it can impact your home-buying journey.

7. Taxation Fundamentals
   Get a grasp of the basics of taxation as a young adult, including how to file your taxes and common deductions.

8. Career Building Strategies
   Explore how to leverage your education and skills to enhance your career prospects, including networking and internships.

9. Financial Direction and Written Goals
   Establish a clear financial direction by creating written goals. We’ll provide tools to help articulate your aspirations.

10. Basic Insurance Knowledge
    Understand the types of insurance you may need, such as health and rental insurance, to protect your financial well-being.

By the end of this session, you will have gained valuable insights and practical tools tailored to your chosen topics, empowering you to manage your finances effectively and set yourself on a path toward financial independence. Don’t miss this opportunity to take charge of your financial future!