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THE FOUDATION BUILDER

I’ve worked hard to establish my career and now it’s time to set a plan to get my finances working hard for me.

 

My top 3 priorities for advice are:

Debt Management

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Cash Flow and Savings

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Insurance

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Here is how we helped someone like you

Jill (27) and Jack (33) are a hard working young couple early in their careers, both working full-time earning roughly $140,000 pa between them. They had a house deposit saved up, a few super funds which had built up over their early years of work and were unsure how best to plan for the years ahead.

They came to us with a deposit saved over a number of years of disciplined saving, keen to ensure they make smart decisions with their money to build the future they desire. They have heard about ethical investing but weren’t sure how to go about it and it was a similar story when it came to insurances, they realised it was important to protect themselves.

For Jill and Jack we worked with them to uncover the future they desired through discussing what was important to them, their hopes, dreams, goals and aspirations.

Here is what they had to say:

Here is what we’ve achieved so far:

"Kevin and his team have been absolutely incredible. They have helped us gain knowledge on our financial situation and have helped us put in place strategies to reach our goals, get our superannuation investing in line with our values, budgeting for everyday life and setting us up for the successful future we aspire to have.

Couldn't recommend these guys more! They are so personable, friendly and quick to act and always happy to educate us in simple terms without making us feel silly.”

  • A regular savings plan to fund planned holidays, wedding, family planning, and car upgrade.

  • Debt structuring advice to secure their repayments while building equity for emergencies and future wealth creation.

  • Consolidated their super into funds that aligned with their personal values and ethics.

  • Set up a personalised insurance portfolio which protected their path forwards and will remain affordable long-term.