Anyone can be financially successful if they take the right advice and make decisions based on solid information. Having a team of professionals in your corner, a team that takes a personal interest in your situation, like ours at You Finance, will help you to make those decisions.Are you one of the majority?
The majority of Australians are putting off examining their finances because it seems too overwhelming and confusing. Some allow embarrassment about their circumstances to stop them from seeking advice.
Others think they have it all together and don’t need to worry, and for them a second opinion can deliver great peace of mind, and potentially improve upon some aspect of your financial strategy.
If you are one of the majority who keeps ‘putting it off’ there has never been a better time to take charge, because the You Finance professionals are here to help you.
At You Finance we are committed to putting everyday Aussies back in control of their Super, by:
tracking down all your Super accounts
finding the best Super solution to achieve your retirement goals
consolidating your Super into the best solution for you
Investing your money in shares is a great way to grow wealth, but it is also one of the most confusing things to manage or to even get started. This is why most people just give up and either spend their money or even worse, leave it in a boring old term deposit.
Insurance is often seen as one of those costly, annoying facts of life…that is, until you need it. When you do, it becomes a enormous, sometimes life-changing, asset.
After all, life is great! You’re income is covering your needs; you may have a home and family
Giving someone a power of attorney means you give someone else the right to make financial decisions on your behalf. Most people might think this is only for the elderly, who appoint their family members to take care of their affairs when it gets too much for them to manage.
Every day more and more Australians are taking control of their biggest lifetime savings investment, their Superannnuation, by setting up a Self-Managed Super Fund (SMSF). There are a number of factors that will determine whether this is an option for you to consider.
We thought we were on a great deal because we were with one of the big banks. We even thought our bank was looking after us. After some enquiries we realised our interest rate was higher than others. I tried contacting our bank for almost a year asking them to help improve our rate, however was told there was nothing they could do. We thought that was it, we had no other options. Damo and Adam were recommended by close friends and after one phone call we had 4 different options which saved us hundreds of dollard a month.
We spoke to a Financial Advisor, Mortgage Broker and Accountant. Felt super special and looked after just to increase our Life Insurance
After dealing with few brokers, we had lost hope that we would be able to purchase our first home. But once we met with Adam and Damian at You Finances, we knew they were different to all the rest. They understood our situation and took care of everything, going above and beyond to make it a stress-free experience for our family. Their team is amazing and supported us at every step. Thank you guys!