Unlocking Financial Goals and Objectives: A Case Study with Simon and Lauren

Are you feeling lost when it comes to your financial goals and objectives? Do you have a vague idea of what you want to achieve, but no concrete plan on how to get there? If so, you may benefit from speaking to a financial consultant.

Take Simon and Lauren, for example. Newly married and in their 30s, they knew they wanted to buy a family home and start a family, but they were unsure of how to make it all happen. It wasn’t until they sat down with a Mercer financial adviser that they were able to create a wealth management plan that would help them achieve their goals.

The financial adviser helped Simon and Lauren understand what it would take to buy their dream home, taking into account their current financial situation and future costs such as childcare fees and potential changes in income. They were able to see different scenarios and make informed decisions about their financial future.

In addition to helping them with their home-buying goals, the financial adviser also made sure Simon and Lauren had the correct insurance in place and encouraged them to set up a will as part of their estate planning. These steps ensured that they would be protected and financially secure no matter what life threw their way.

Thanks to the guidance of their financial adviser, Simon and Lauren now have a detailed plan in place that will hopefully lead them to purchasing their ‘forever home’ in Adelaide by the end of 2023. They feel more reassured and knowledgeable about their long-term savings and are grateful for the expertise that the adviser provided.

If you find yourself in a similar situation to Simon and Lauren, feeling unsure about your financial future and goals, consider seeking financial planning through Mercer Financial Advice or another reputable financial consulting firm. A financial adviser can provide you with the expertise and guidance you need to create a solid plan for your financial future.