Financial Advisor for Young Adults - Wealthy Self

It’s no secret that being a financial advisor for young adults, I love working with millennials, Gen Y and young professional families. There’s nothing like having a chat with a prospective client for the first time, getting to know them and finding out what makes them tick!

Because being a financial advisor for young adults, it’s not just about the numbers – it’s about your life goals and what you love doing. It’s about developing a plan that allows young adults to save and be strategic with your finances so you can live the life you want, now and in the future.

I know from my work as a financial advisor for young adults, that we don’t want to live the same way that our parents or grandparents did. Most of us don’t aspire to working the same 9-5 job for 30 years and retire with (or without) a gold watch for our service. It’s just not worth it, and with a solid financial plan, you can buy your own gold watch, on your terms! If that’s your thing.

Most importantly, because Wealthy Self is a young professional team, we are walking the walk and talking the talk with you – we get where you are, where you’re going and where you want to be, because we’re on the same journey with you.

Before being a financial advisor for young adults, I travelled the world, lived in London and Edinburgh for two years, partied hard and had tons of fun! I met my partner, now wife and Mumma to my two beautiful little ones, whilst travelling around South America. Together, we travelled around South East Asia together and lived in London for six months before relocating back to Oz. And even then we moved from Brisbane, to Melbourne, back to Brisbane and are now happily settled after buying our first home on the Gold Coast.

Why am I telling you all of this?

Because I know just how important it is to live life NOW, and not wait until we all retire and run the risk of not being healthy or wealthy enough to enjoy our later years. Why wait? That’s our philosophy here at Wealthy Self, because that’s how we live our lives too.

Long before covid came, we set up Wealthy Self as an online business because we know how time-poor our young professional clients are. Why waste time commuting when we can jump on a quick Zoom? This allows you to sit in the comfort of your home, next to the pool or wherever you are so we can discuss your finances and set awesome goals. It also allows us to do the same!

If that sounds good to you and you’re looking for an honest and ambitious financial advisor for young adults, then feel free to book in for your free Discovery Chat with me and we can start getting to know each other!


What I love about being a financial advisor for young adults

  • My clients are fun, ambitious and driven by their passions
  • We can swap tips on the best places to eat, where the best coffee is and where we want to travel to next!
  • I understand how difficult it is to just “work and save” because everything costs so much more and we’re not all getting paid more either – which is why we have different financial strategies and options to explore together
  • My young adult clients are easy to work with and tech-savvy, which really helps an online business!
  • Being a financial advisor for young adults means we have time to build our relationship and your wealth so you can achieve your goals quicker and enjoy your retirement years

Looking for an honest financial advisor for young adults?


General Advice Disclaimer

This blog contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making any strategy or product decision. InterPrac Financial Planning Pty Ltd and its authorised representatives do not accept any liability for any errors or omissions of information supplied in this document except for liability under statute which cannot be excluded.