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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.

✅ 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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