Jess was straight out of uni and keen to begin her life in the most financially savvy way. She had a fair bit of money stockpiled in cash and had no idea what to do with it. Our Astute advisers began with a simple cash flow analysis and a budget for the expected short term expenses, jess wanted to buy a car, buy a house and go on holiday to Thailand. With her goals down on paper we were able to plan for these events and fund the scenarios as they came to fruition. With careful planning and monitoring Jess had spare funds available to invest.
When it came buying a house Jess wanted to do this is in 5 years time so she has plenty of time to invest we helped Jess pick the the right managed investments so she can put her money to good use for her Mortgage deposit.