I want to build a financially secure future

Many Australians don’t have a plan to achieve financial security. The up side is that it doesn't matter how much you have in the bank today, or what you earn. It's what you do with what you have that counts. In fact, dreaming matters too. A financially secure future is one where your reality and your dreams meet. So let's make that happen...

Do you have a clear picture of your financial future?

Why don't you take a moment and ask yourself:

  • How could I go about building wealth for the long term?
  • Should I stay with a salary-based role or start my own business?
  • What do I need to do to save for my childrens' (or grandchildrens') education?
  • How much money do I really need to retire with the lifestyle I'd like?
  • Could I afford to take a year off work?

The answers to these questions may cause you to realise that you're not working effectively today towards the best possible financial future. But don't be dismayed there are simple steps that can be taken to develop a plan for a financially secure future. And we're here to help every step of the way.

It's not too late to start planning

Although it is estimated that the vast majority - some 80% - of Australians don’t have a long term plan for financial security, we believe that it is never too late (or too early) to take responsibility for your financial future. All you need to do is to stop procrastinating and start working on a plan.

You might benefit from having a coach

When developing a plan to achieve financial security, most people benefit from having a financial coach or adviser. An accredited financial coach will help you to develop a set of options and then understand which options are right for you. With a Yellow Brick Road money coach on your team, building a plan for financial security becomes easy.

 

Talk to a Money Coach

Your financial situation today

We've developed Guru to provide insights about your long term plans for financial security. This smart software takes your current financial position and projects forwards 5, 10 or 30 years into the future. An initial one-hour consultation using Guru with one of our accredited advisers is free* and without any obligation.

*Initial consultation at no charge. Fees and charges may apply after the initial consultation.