Major Milestones - Hello Wealth

Major Milestones

Buying Your First Home

Simplify buying your first home with the assistance of Hello Wealth financial advice as you navigate each step, from saving for the deposit to choosing the repayment strategy and popping that bottle of champagne in your new home.

New Beginnings

Super is designed to reward long term investing and is compulsory for employees, with Superannuation Guarantee (SG) contributions introduced to help the workforce better plan for and manage retirement.

Insurance premiums – an integral part of super contributions – may also be paid from pre-tax salary; a tax-effective way to enjoy protection vital to you and to your family.

Retirement

Retirement planning doesn’t have to be a complicated chore. The transition can be stressful – or it can be done with ease as a Hello Wealth adviser supports you.

Receiving Sudden Wealth

Hello Wealth’s singular aim here is to ensure that any surplus wealth is put to work, achieving your goals of securing a bright financial future.

Expanding Your Family

As your family grows, so too do your responsibilities. With Hello Wealth by your side you have the opportunity to plan, protect and grow your wealth in perfect alignment with these changes. The go-to new parent must-have, you would be wise to have ticked off your to do list, right up there with your hospital bag.

Starting Out

If you don’t see your own upcoming life event or major milestone here contact us today to create a custom plan for the circumstances you’re about to navigate.
First we’ll set clear, realistic goals – and then your dedicated Hello Wealth financial adviser will design a practical path to achieving them by providing:

 

  • A crystal-clear analysis of your current financial situation in the context of your current life event
  • Expert answers to each of your questions
  • Clarity and direction
  • A comprehensive financial plan covering all types of goals – essentially a ‘roadmap’ of the strategies proposed for your financial life.

Download your

 

Early Retirement
Planning Toolkit

10 Tips for a Successful Retirement



Looking to retire on your own terms - when you want and how you want?
We have compiled some of the tactical ways to make this happen