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.
✅ 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?
