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5 financial literacy tips for young professionals: Your holiday financial toolkit

The holidays are here, and for young professionals, it’s the perfect time to reflect on your financial habits. Whether you’ve landed your first job, are navigating higher paychecks, or just trying to get by in this cost-of-living crunch, boosting your financial literacy can set you up for success in 2025 and beyond.

Christmas cheer without the credit card fear

Christmas is one of the best times of the year, but it’s also one of the most expensive. Between gift shopping, decorations, travel plans, and festive feasts, it’s easy to feel like your wallet’s taken a direct hit from Santa’s sleigh. But don’t worry – with a little planning and some savvy tips, you can enjoy the season without ending up in a financial hole.

Confused by a super fund text? Here’s why it’s (probably) normal.

Imagine this: You’re going about your day when a text pops up from your super fund saying, “We’ve processed your request to roll over your super fund.” Cue the panic. Did someone hack your account? Is your retirement savings gone? Relax—it’s likely just your life insurance premium being paid.

How does our insurance process work?

1. Phone call

We use this call to find out what’s important to you and if we’re a good fit.

2. Proposal fee

We'll assess your needs, review current policies (if any), and provide tailored recommendations (products, coverage) that best suit you.

$330 (single) OR $495 (couple) once-off
For self employed - $495 (single) OR $770 (couple) once-off

3. Questionnaire

Step through our simple questionnaire to tell us about your lifestyle, health, finances, and income.

4. Advice preparation

Once we gather all your details, we’ll pre-assess with insurers and map out the best strategy for your unique needs. Keep in mind, this process can take up to 8 weeks, depending on how complex your needs are.

5. Advice meeting

Once your advice document is ready, we’ll get you to book in a call with your adviser to walk you through the strategy we've crafted and explain our recommendations.

6. Application

Choose from our recommendations, and we'll handle the paperwork and submit your application for you. Keep in mind, this step can take several weeks or even months, depending on the insurer and specific application requirements. We'll ensure you're informed throughout the process.

7. Policy in force

Once your insurer gives the green light and your policies are active, we’ll let you know right away and provide you with the policy documents. At this point, you can rest easy knowing your family’s safe by having the right insurances in place.

Just a heads up—your first premium payment will be due around this time too. Please make sure you have enough funds available to cover it.

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When life changes happen, we're here to help. Reach out to us whenever you need to update your insurance to make sure your insurance is still fitting snugly around your life's needs.

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