At Magenta we help clients to build plans for their future security and happiness.
We believe that it is never too early to start doing proper financial planning and are keen to help where we can.
That’s why we’ve created the Magenta Millennial Financial Planning Tool Kit. Full of free or affordable ideas and solutions, this Tool Kit will guide you through the maze of options and help you to start your own financial planning.
There is no getting around the fact that financial planning can be complex, and it can be almost impossible to know where you stand without help.
It isn’t always possible to get comprehensive financial planning advice when you have limited resources. Whether you are saving for your first home, paying off a student loan or just scraping by paying your rent, financially planning for the future is a task that millennials often ignore. It’s also hard for Magenta as a business to manage the costs of being able to give advice to those in this situation.
So, if you want to really understand your current situation and what your future financial life may look like, then take a look and utilise the tools we have put together in this kit.
The Magenta Millennial Financial Planning Tool Kit includes services, skills and tips that will enable you to:
- Create your own simple cashflow forecast
- Get a grip on your budgeting
- Use smart banking to control your spending
- Get great savings and investment tips
- Understand your money and how it can work for you
- Create a disciplined saving mindset
- Be financially secure
- Be happy
We are also offering a free 30 minute Magenta Millennial chat, offering basic financial planning advice for millennials.
Once you have started thinking about your financial planning, be sure to stay in touch. At some point in the future your circumstances will become more complex and you will have built up your savings and investments to a level where full financial planning advice will be affordable and necessary.