New starters and young professionals

The value of pension and investments can fall as well as rise. You may get back less than you invested.

Many people in their twenties and early thirties don’t see the necessity of financial planning and hardly engage. Much of their focus is on establishing themselves in their early careers and taking advantage of opportunities that come along, along with various lines of credit. However, by starting the journey now, you lay the foundations for a secure and prosperous future with reduced risk of debt. There is no better time to develop healthy financial habits such as:

  • Setting financial goals
  • Preparing a budget
  • Starting a savings plan
  • Buying your first home or first investment property
  • Managing your debts and borrowings
  • Protecting your income
  • Cash Flow Planning.

You might also want to consider such things as having adequate life insurance, investing surplus income, reducing tax, building your investment portfolio and making sure your superannuation is in order. All these decisions can be daunting, but with the right support and advice you can get your financial foundations in place and still enjoy your current lifestyle.

To take the first steps on your financial journey contact us on

Tel: 0151 7271257 or email emma.craig@prosperityprivatewealth.co.uk


Tel: 0151 7271257

Prosperity Private Wealth Limited is registered in England & Wales no 9247359.

Registered Office: 109 Knowles Hill Rolleston On Dove, Burton On Trent, Staffordshire, DE13 9DZ.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.


©Prosperity Private Wealth 2016