Wealth Starters
If you are a 'Wealth Starter' you may identify with the following:
- 25 - 35 years of age
- Would like to or already are saving for a home
- May have started paying off a mortgage
- May be paying off personal debt
- May be paying off HECS Debts
- May be thinking about saving money for future children or if divorced are trying to afford a decent education for children
- Would like to know how to / or are interested in learning about investing
- Would like to know how to maximise the benefits of Superannuation for now and the future
- Concerned about family being adequately protected in the event of death or disability
- Want to make sure your Will is completed
Do you identify with any of these questions?
- How do I do a better job of making ends meet on a day-to-day basis?
- How do I pay my mortgage off more quickly?
- How do I manage my personal debt?
- How do I afford choice in the level of education for my children?
- How do I fund a decent holiday for myself / family each year?
- How do I afford to replace/ buy my/the family vehicle?
- How do I start forward thinking about retirement?
- How do I make sense of my financial direction?
- How do I know how much my wealth is worth now and in the future?
- How do I invest responsibly?
- How do I do all of the above and still live for today?
If you identify with any of the points above, an iPlan adviser can assist you to achieve your goals. To enquire about visiting an iPlan adviser or to make an appointment please contact us.