WHO WE HELP

GEN Y: AGES 25 - 40

GEN Y: AGES 25 - 40

 

  • Are you talking about providing financial security for your family but have a tight budget?

  • Would you like a plan to pay your mortgage, loans, credit cards, cars, school fees etc?

  • Have you “put some money away”, and want to improve your financial knowledge?

  • You may say things like:

    • “If I wasn’t working I am not sure how we would survive. I really can’t afford to get sick or lose my job”

    • “We’ve managed to put some money away but now what? Do we invest it, save it or buy some property?”

    • “Our biggest problem is just planning ahead for future costs so we can relax a little more – Kids’ education, renovations, travel, retirement………”

GEN X: AGES 40 - 55

GEN X: AGES 40 - 55

 

  • Are you enjoying a successful and stable career as a professional, tradesman or business owner?

  • Are you career oriented, very busy and have many priorities to juggle? – “income rich, time poor”

  • You may say things like:

    • “I’ve gotten off to a good start with the business, but my personal finances are a mess!”

    • “I am doing well at work, but we never seem to get ahead. There’s a constant supply of bills…”

    • “I know I should do more with our finances, but what? Property? Shares? Super?”

    • “Even though I’m working hard and we are doing well I know we could be doing better, but there’s not the time to research our options.”

    • “I’m not sure when I will be able to retire. I really don’t know how much we need”

BABY BOOMERS: AGES 55+

BABY BOOMERS: AGES 55+

 

  • Have you worked hard for many years and want to enjoy life, not manage finances?

  • Are you “empty nesters” with adult children, maybe considering a “sea change”?

  • Would you like to start winding back on work or perhaps working part-time if you can afford it?

  • You may say things like:

    • “I hope I don’t have to cut back in retirement too much. I still want to enjoy life!”

    • “I’m not sure when I will be able to retire. I really don’t know how much we need”

    • “What will my lifestyle need to look like in retirement? I’m concerned I’m going to run out of money”

WE APPRECIATE YOUR REFERRALS

The biggest compliment you can give is to refer your family, friends and colleagues.  We would love the opportunity to work with them.