Characteristics

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 dependents and their first priority is furthering their career to support their savings as well as a relatively expensive social and recreational lifestyle.

Advice Areas

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
Advice Products

HECS Loan

VET Loans

Bank Account

Transaction accounts

Travel Insurance

Credit cards

Superannuation

Car Loans