I’m young - Do I need financial advice?

​For many young people, getting financial advice might not seem like a priority.  

There are plenty of things for young people to be preoccupied with. Starting or finishing study. Breaking into the workforce. Starting new careers. Getting married. The list is endless.  

But these reasons are also hallmarks of pivotal moments in your life—and your finances.  

Whether you're at the start of your career, looking to have a family, or simply figuring out what direction you’d like to take, financial advice can be a valuable step towards your future.  

What benefit would I get from financial advice as a young person? 

• Get bad spending habits or practices under control
• Ensure your cashflow is suitable for your lifestyle
• Understand your HECS repayments or debt 
• Saving for your first home 
• Saving for future milestones (weddings, holidays, etc) 
• Guidance on large goals such as retiring early or starting a business 

What is the benefit of getting advice early on? 

When you’re younger you have the added benefit of time. The sooner you begin investing in your future, the greater the impact of the changes.  

For example, getting your super working well for you at a young age will be more beneficial than a few years before retirement, when investment or product changes only have a few years to take effect.  

Additionally, starting young also allows you to build productive habits and financial literacy that can assist you throughout turbulent areas of your life, such as career changes, illness, or starting a family.  

In short, starting young means starting strong! 

​If you’d like to talk to an adviser about how we can help bring value to your financial situation, feel free to give us a call or book an appointment online.  

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Jessie McCormack

Jessie enjoys seeing results for her clients and putting everything in place to achieve their financial goals. Since starting with Evergreen in 2020, she has learned every role and aspect of the business and is excited to be meeting new clients. 

​Jessie is a qualified Mechanical Engineer and enjoys travelling with her family and friends.

Yannick Fitzsimmons

Yannick has recently completed his degree in financial planning and passed the national financial adviser exam. Under the mentorship of Roshan he continues to grow his knowledge and skills in all aspects of financial advice.

​Before his financial planning journey, Yannick served in the Australian Army and has worked in the building, underground coal mining and Defence contracting services industries.