In a city like Gladstone there are a lot of young people who have been
earning above average salaries for the past couple of years, and I'm becoming
very concerned that many of them do not have much to show for it!
I understand that in your 20's life is usually about having a great time
with your mates and spending your money how you want to spend it...the future
can wait! However, with a little bit of
help and advice you may be able to start setting yourself up for the future and
still have money for the things you enjoy.
I was inspired recently when a young, single, 30 year old male came to
me for financial advice. He suddenly
realised that his twenties are behind him and it's time to "grow up and be
financially responsible".
The best thing - he asked for help!
At Sothertons helping others achieve their goals in business and in life
is what gets us up in the morning and makes us feel like we have made a
difference.
So what can we do for Mr 30-year-old?
* We start with a personal budget
and online software to help him monitor his spending and savings. You need to measure to be able to manage.
* We review his current position
and look for savings, debt reduction and/or investment opportunities.
* We review his personal
insurances - sickness and accident, trauma and life insurance. No-one is invincible and obtaining this type
of insurance when you are young can save you a fortune in premiums in the
future.
* We can prepare his income tax
returns each year and provide him with advice to minimise tax payable/maximize
his refund.
* If (or when) he enters into a
business venture, we will be there, helping him with all of his business
management, accounting and taxation needs.
Don't try to
"go it alone" or "put off" your financial future
forever. Ask for help now and set
yourself up for life. Call Sothertons on
4972 1300 today
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