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Am I doing enough with my finances? Money in your 30s, super balances & comparison traps (Adviser Q&A)

Am I doing enough with my finances? Financial advisers Alex Luck & Daisy Magor discuss money in your 30s, super balances and comparison traps.

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Am I doing enough with my finances?

Financial advisers Alex Luck & Daisy Magor from Everest Wealth discuss money in your 30s, super balances and comparison traps.

âś… Questions we discuss:

  • How do you manage the issue of comparison with your clients and help them really focus on their own goals and priorities?
  • I’m in my mid 20’s, what should I be doing now with my finances to make sure I enter my 30’s with my best foot forward?
  • How do I know what my super balance should be? What steps can I take to make sure it’s on track?
  • What questions should I be asking my partners if we’re considering combining our finances and thinking about shared financial goals?
  • On that, how can I financially prepare for kids if I’m planning a few years out?
  • If I don’t want to buy a property, what other financial goals can I work towards?

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General Financial Advice warning

The information on this website is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) and Target Market Determination before making a decision to acquire any financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

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