Young Families

You are busy with young children and trying to secure the dream of owning your own home outright. Many young families are trying to accumulate wealth through house renovations and/or investments but your main priority is providing for your family. Your mortgage repayments can restrict your otherwise healthy incomes.

Why not ask us how we can help you work out the best plan for you?

Things to consider:

Budgeting, cash flow and debt reduction.

Protecting income in the event of accident or illness to be able to fund:

  • Debt repayments
  • Bills and cost of living
  • Children’s education
  • Family vacations
  • Investments
  • Lifestyle and entertainment.

Protecting family against financial hardship in the event of death, disability or major illness by taking out:

  • Life insurance
  • Total and permanent disablement insurance
  • Trauma insurance.

Starting an investment portfolio and or a savings plan to work towards:

  • Purchasing property (own/invest)
  • Traveling
  • Children’s education costs
  • Building wealth over the long term using tax effective strategies
  • House renovations.

Contact us today to discuss how we can work together: (02) 8294 4277 or email us at