Case Study
Young Professional
As a young professional, setting the time aside to focus on yourself often feels like a luxury. At Six Pillars we understand that time is precious commodity, and we also understand that it is important that you plan for your long-term goals and wishes. We aim to deliver a service that creates the foundation for your long-term growth.
Case Study: Nancy – Young Professional
Nancy is age 35 and is an analyst earning $150,000 per year. Nancy is currently renting and has saved funds to purchase her first home. She is unsure of if she is in the right position and is weary of how her financial situation will look after she has purchased her first home.
In addition to this, Nancy has also noted that she would like to start growing her investments to gain financial freedom in the long term.
Process
At Six Pillars we understand that often a person like Nancy has never spoke to an adviser and is unsure of if they are able to seek advice. As such, we guide Nancy through what we believe are the foundations of personal financial advice and ensure that there is an understanding of their overall financial standing once we have been provided with a view of their finances.
Based on Nancy’s circumstances and scenario, we research and formulate a strategy of how Nancy will purchase her first home as well as setting up investments for the long term. In addition to this, we ensure that Nancy understands any other advice area she may not have considered and provide recommendations on how to address them. This may include a recommendation to speak to other aligned experts such as an accountant or lawyer.
Advice Outcome
As a result, Nancy is now able to move forward with her long-term plans, confident that she has a clear path to achieving further financial milestones beyond her first home.
At Six Pillars, we understand that starting your wealth journey is a significant milestone, and we look forward to working with you as you take the first step. Contact us today to get started.