CASE STUDY: STARTING OUT

Zoe wanted to start “adulting”. Whilst she was earning good income, her spending was completely out of control. There always seemed to be something for her to spend her money on, and whilst she had no real commitments, she recognised (kudos to her) that it was time to put plans into place to at least start saving for something

Utilising a combination of a simple software tool to monitor her spending and a regular savings plan, we aimed to assist Zoe to accumulate what would amount to a home deposit in five years. Whether she chooses to go down the path of home ownership or not remains to be seen, but instilling some savings habits now will stand her in good stead.

Our role in Zoe’s case is as much about holding her accountable to keep doing the things she needs to do to get the results she wants. Her investment needs are relatively simple, but by keeping her on track we look forward to the day when she feels she has achieved what we set out to do together.

WHAT HAPPENS WHEN YOU WORK WITH INNOVUS

INITIAL ENQUIRY

Send us an email and one of our team will be in touch to introduce ourselves and to find out how we can best help you.

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GETTING TO
KNOW YOU

Let’s sit down and have a coffee and talk about what you want to achieve and how we can help.

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FILLING THE GAPS

Time to get serious and collect some hard data so we can get to work

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IT'S SHOWTIME!

Now it’s time to show you what we have done and to explain how our recommendations will work for you

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WELCOME TO
THE FAMILY

Now that’s a wrap! You are officially part of the Innovus family. We need to decide on ongoing services, so the party ain’t over yet!

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LEARN MORE ABOUT YOUR MONEY

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

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