Young Investors

At this stage in life you are:

• Young, single and looking to accumulate financial wealth
• Planning on borrowing money to fund capital purchases (perhaps a car or home)
• Probably expending a large proportion of your disposable income on lifestyle expenses such as dining out, travel and leisure experiences
• Perhaps starting to have an interest in investment assets
• Starting to accumulate savings in your superannuation through employer contributions

Your financial concerns might be:

• Meeting your living and lifestyle expenses
• Saving for personal assets
• Managing debt and loan repayments
• Reducing your personal tax liabilities
• Commencing an investment strategy
• Protecting your income through insurance

LifePath Financial Planning can provide strategies for Young Investors involving:

• Cash flow management
• Budgeting
• Debt management
• Tax effective strategies
• Starting an investment plan
• Insurances for asset and lifestyle protection
• A savings strategy (for the short and long-term)