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What Stage of Life are You?

 

 

case study 01

 

 

Just Starting Out: Lucy’s Plan

Mid 20’s, just started her dream job as an architect and single. She is still living at home with her parents and wants to save up for a deposit for a small unit. She would also like to travel to Europe.

Pre TGS Wealth

  • No Savings and spending all she earns
  • HECS debt

TGS Wealth Strategies

  • Savings plan to pay for a deposit in 12 months
  • Securing competitive finance for the property
  • Live in unit for a year then rent it out to travel
  • Selection of most appropriate Industry superfund
  • Investigated personal insurance options

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