Phone:(08) 9293 2922
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Planning for Families and Singles

(Information for the Gen X and Gen Y's)

No matter if you are only just starting out in the workforce or you have been working for a while, it is never too early (or late) to start financial planning.  

Financial Advice is important at all stages of life.  There are aspects of financial advice you need to consider to protect you and your family.

Budgeting

Understanding how much you earn vs how much you spend might seem straight forward but for many people, the temptation to spend everything they earn (and in some cases more) is a lesson which is often learnt the hard way. 

Through our Budgeting program we can help you to gain control of your finances and save for your future.  Regardless of whether you are single, married, starting a new family or merging a new one, Budgeting is an important financial tool to learn.

If you are looking to gain control of your spending and learn ways to start saving money, then call us to arrange a meeting.  piggy-bank-2-1377923.jpg

Click here to find out more about our Budgeting program.   

Superannuation

Superannuation is a must have for everyone.  Superannuation is effectively a forced savings mechanism.  It helps us to put money aside fot later in life when we are no longer working full time.  How much you need in your Superannuation savings will depend on a number of factors, including, (but not limited to); how old you are now, if you are nearing retirement age, how much you earn, how you plan to spend your retirement years, how long you are likely to live for, when you plan to retire and if you will qualify for any pension or allowance? 

We can help you ascertain HOW MUCH money you will need in your Superannuation account for your retirement, as part of a comprehensive Finanancial Plan. 

You may also be interested in information about Self Managed Superannuation Funds.  For more information contact us or find more information here.

Insurances

Most people are comfortable with the idea of insuring their possessions such as a house or car, but not as many people realise the value of life insurances.


Call Benchmark Consultants on 9293 2922.


How to find us