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Young Professionals

From growing your career in your 20s and 30s, to achieving big life milestones, we're here to help

Make confident decisions, and avoid financial mistakes, with a financial roadmap to your goals

Building your career, deciding on where to settle down or whether or not you’ll get married and have kids, and trying to save up your spare cash – your 20s and 30s are a busy time of life!

We’re here to help you make confident decisions about your money so you can focus on building your career and enjoying your life.

My Wealth Solutions helps young professionals like you navigate the intricate world of finance. Our team of experienced advisors will work with you to create a clear and practical pathway to your short-term, medium-term, and long-term goals.

Whether you work in a professional office job, or you’re a doctor, engineer or tradie – we help you get on track, avoid financial mistakes, and use the power of time to build wealth for your future.

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Common Financial Challenges

In our experience helping young professionals, we’ve solved a lot of the issues you might struggle with:

  • Knowing the best way to budget for expenses
  • Making the most of the money you’re earning
  • Knowing how to invest and building your own diversified portfolio
  • Controlling bad spending habits or debts
  • Dealing with HECs or personal loans so you are not held back by them for years
  • Having enough financial knowledge to make important decisions confidently
  • Guidance to achieve big goals like buying a house
  • Determining how to best leverage existing savings
  • Saving for future life milestones (eg. Wedding/Honeymoon, Travel, New Car) 
  • Setting practical goals – Short, Medium and Long term
  • Having accurate information (There’s a lot of misinformation on the internet and social media!)

Like many young professionals, you’re probably starting to earn a good income. But what do you do next?

It’s very possible that we can create a financial plan that unfolds over the next 5 to 10 years that sets you up for the big goals in your life.  Not only this, a financial plan looks ahead to the future – getting things sorted now could mean an earlier and more exciting retirement.

If you’re interested in learning more about how much money you need to have a financial planner, read our guide or reach out to speak to one of our advisers – we are here to help.

Your Next Step to Achieving Your Financial Goals

Achieving your financial goals, and building life-long skills in managing your money, starts with having a financial adviser in your corner.

Our team is experienced at working with young professionals. We love to start at the beginning and build a strong financial position for you over the years that we work together.

Our goal? For you to have clarity and satisfaction on what you’re doing with your money, and confidence in how to tackle any financial decisions that come next.

Here’s what you can expect from your financial plan:

  • Understand your complete financial situation 
  • See projections for your future wealth and what levers will improve it
  • Have crystal-clear goals for your future, and know how to reach them
  • Know how to balance your current lifestyle and expenses with your future plans
  • Avoid ‘lifestyle creep’ as you earn more and get promoted
  • Understand budgeting and cash-flow
  • Step-by-step strategies to buy property or other big goals
  • A personalised investment plan that can adapt to what your needs are
  • A personal retirement projection – with strategies for growing superannuation and wealth over time

In addition, we’ll provide:

  • All the help you need to put your plan in place and manage it over time
  • Access to our best-of-the-best network of lawyers, mortgage brokers and accountants
  • Your adviser is just a phone call away for any financial questions

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Hi, I'm Guy, Managing Director of My Wealth Solutions.

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