With advice, Aaron’s portfolio will have a projected growth of over $200,000 in the next 10 years.
“ I am passionate about ethical investing, and it was important to me that Novo Wealth felt the same way”
Aaron, 27 wanted to start a savings plan and start to grow his Superannuation for later retirement. He is passionate about investing ethically.
Superannuation balance: $35,000
- Financial investments & bank account: $30,000
- Home ownership: No
- Diversify portfolio of investments
- Commence a regular investment plan
- Combine two Superannuation funds
- Apply for recommended insurances
- Seek legal advice regarding estate planning