SUPERANNUATION
Young Professionals
Like many young professionals you’re probably working full time, balancing your social life with a career, at the same time as trying to save for the future. We keep things simple, we’ll help you:
Get your super organised.
Keep one super fund wherever your career takes you.
Save for your first home the smarter way.
Know what’s happening with your money - transparent.
Learn about money - knowledge is power.
Contact us for a free consultation
Kick off Meeting - We provide an initial consultation without any cost or obligation. Assess your current financial standing and receive a checkup on your financial health.
Research - We really take the time to listen to your needs and your story. Then we put pen to paper and break down your goals into actionable strategies.
Plan - Once your Financial Plan is complete we provide your personalised Statement of Advice and allow you time to further study our recommendations.
Implement & Review - Once you're feeling good about the plan for your finances, we'll get started on making it happen! We'll put all our recommendations into action and review it with you regularly.
Mckern Financial Intelligence Series
In this episode we discuss how to balance long term versus short term goals and what the best superannuation strategy is.