Whether you are starting your first job,
Buying your first home, or saving for something special,
We want to help give you the best start to your financial journey
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GETTING YOUR SUPERANNUATION SORTED
Retirement may seem a long way off but the earlier you start to take control of your superannuation the more you can take advantage of the benefits of super. Getting your super sorted out as early as possible also means you can benefit from the effects of compounding returns.
We can;
(a) Recommend super funds to suit your situation and goals
(b) Consolidate your super funds
(c) Help you find your lost superannuation
(d) Make recommendations about your super arrangements including personal contributions, salary sacrifice, co-contributions and spouse
contributions
(e) Review your insurance opportunities including buying insurance through your superannuation fund.
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BUYING YOUR FIRST HOME
We want to help make your great Aussie dream a reality by helping and guiding you towards the purchase of your home.
We can; Calculate the deposit you will need. Identify ways to save for your deposit. Set a budget and cash flow strategy to cover your mortgage commitments once you have purchased your home.
Review, recommend and organize appropriate insurances.