Would you rather retire at 55 than 75?
Wondering how you'll afford that vacation?
Saving up for your dream home?

20's - Starting Out

When you've finished school or just graduated from Uni or college, you're full of optimism. You're starting your career or finishing study. You're probably focused on fun things: cars, travelling, fitness, the latest gadgets and socialising with friends and family. You may even be thinking about moving out and renting - or even about saving for your first home.

You may also feel that you're too busy or have better ways to spend your money, however, now is the perfect time to create a financial plan to ensure your financial future is the best it can be - AND that you protect your biggest asset: YOURSELF! And if you start early enough - you could even have a plan that helps you to retire early!

Questions you may be asking are:

  • How do I get everything I want now?
  • Is a credit card a good thing for me?
  • Do I continue to rent or buy a home?
  • Should I consider an investment property or borrow to invest in other assets?
  • Is it too early to start investing more money into superannuation?
  • Does my current super fund provide me with all the flexibility, features and benefits I require?
  • How will I maintain my lifestyle if something happens to me?
  • What would happen if, because of serious injury or illness, I couldn't work for the next 50 years?
  • Can my parents afford to support me if something happens to me?

How can Centra Private Wealth help you?

We can help answer all the above questions and also provide you with:

  • Superannuation fund and strategy advice
  • Personal Insurance
  • Wealth Creation strategies
  • Tax Minimisation Strategies and Tax Planning
  • Debt Management
  • Lifestyle Expense Planning
  • Salary Packaging
  • Property Investment advice

Specialist Services

How else we can help you

CENTRA WEALTH Pty Ltd (ABN 39 158 802 450) holds an Australian Financial Services Licence (#422704) issued to it by ASIC. It trades as CENTRA PRIVATE WEALTH, CENTRA SECURITIES and CENTRA WEALTH ACADEMY. CENTRA MONEY Pty Ltd (ABN 96 167 497 305) is a Credit Representative (#452523) of an Australian Credit Licence holder (#389328) and trades as CENTRA MONEY. Collectively the above are known as "The CENTRA WEALTH Group".