Your family’s future is our business

Life Stages

Footloose & family free Young, single and starting out

Aged between 18-29, this segment are gaining financial independence and saving for the next best thing — either a car, an overseas adventure or for their first home.

They have no dependants and their first priority is furthering their career to support their savings as well as a relatively expensive social and recreational lifestyle.

Things to consider

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

  • Rent
  • Bills
  • Lifestyle
  • Savings for home deposit and travel
  • Education
  • Financial independence

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

  • Purchasing first home/car
  • Travelling overseas
  • Education costs
  • Building wealth over the long term

Complete Financial Planning can assist you with your Personal Insurances, Wealth Creation and savings needs. If you would like a complimentary consultation please contact the office on 08 9250 5599 to make an appointment.