Unlock Your Financial Future: Schedule a Financial Planning Consultation For Young Professionals

What is a Financial Planning Consultation for Young Professionals?

A financial planning consultation tailored for young professionals is a comprehensive review of your household's financial situation, goals, and objectives. It serves as a foundation for developing a personalized financial plan that addresses the unique needs and aspirations of you and your future family.

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Take the first step towards financial freedom by scheduling a complimentary consultation with one of our experienced financial advisors

Get Your Personalized Financial Plan

Implement Your Plan with Ongoing Support

After your consultation, our advisors will work with you to create a personalized financial plan tailored to your unique needs and aspirations.

With your personalized financial plan in hand, our advisors will provide ongoing support and guidance to help you stay on track and make informed decisions.

Get started on the path to financial success by requesting a consultation today.

Receive a comprehensive financial plan that outlines specific strategies and actionable steps to help you achieve your short-term and long-term goals.

What is a Financial Planning Consultation for Young Professionals?

A financial planning consultation tailored for young professionals is a comprehensive review of your financial situation, goals, and objectives. It serves as a foundation for developing a personalized financial plan that addresses the unique needs and aspirations of you and your future family.

During a financial planning consultation for housewives, our experienced advisors will:

• Evaluate your household's current financial position, including income sources, expenses, assets, liabilities, and overall financial obligations.

• Assess your short-term and long-term financial goals, such as building an emergency fund, saving for travel, marriage, retirement planning, or managing daily budgets effectively.

• Identify potential financial risks and opportunities specific to your household's circumstances.

• Analyze existing investment strategies, insurance coverage, tax planning considerations, and estate planning needs relevant to your personal situation.

A financial planning consultation for young professionals is an essential step towards taking control of your financial future. By partnering with our advisors, you'll gain valuable insights, develop a comprehensive plan, and receive ongoing support to help you and achieve financial security and independence.

The benefits of a financial planning consultation for young professionals include:

• Getting a Household Financial Checkup: A consultation provides a comprehensive analysis of your financial health, allowing you to understand where you stand and identify areas that require attention or improvement.

• Creating a Personalized Financial Plan: Based on the insights gained during the consultation, our advisors will develop a tailored financial plan that outlines specific strategies and actionable steps to help your household achieve its goals.

• Achieving Financial Security and Independence: By following a well-crafted financial plan, you'll be better equipped to navigate financial challenges, make informed decisions, and achieve financial security and independence for you and your family.

• Gaining Clarity and Confidence in Financial Matters: The consultation process helps bring clarity to your household's financial situation, allowing you to make decisions with greater confidence and peace of mind.

• Benefiting from Professional Expertise: Our team of experienced financial advisors leverages their knowledge and expertise to provide you with objective guidance and recommendations tailored to your household's unique circumstances.

• Balancing Household Responsibilities and Financial Goals: The consultation will address the unique challenges and responsibilities faced by young professionals, ensuring that your financial plan aligns with your needs and priorities.

How much does it cost?

We offer two options for our financial planning consultation services:

Option 1: 50,000 yen (tax included)

• 90-minute consultation sessions × 3 times

• 6 months of LINE/email support included

Option 2: 100,000 yen (tax included)

• 90-minute consultation sessions × 6 times

• 1 year of LINE/email support included

How long does it take?

The duration of the financial planning consultation process can vary depending on your individual circumstances and the option you choose. However, typically, the process takes between 2 to 6 months to complete, including the initial consultations, data gathering, analysis, and plan development.

Will I need prior financial knowledge?

No prior financial knowledge is required. Our advisors are experienced in explaining complex financial concepts in simple terms. We will guide you through the entire process and provide you with the necessary education and resources to make informed decisions.

What would I need to do during the process/consultation?

During the consultation process, you will be required to provide relevant financial information, such as income statements, investment portfolios, and other financial documents. Additionally, you will need to communicate your financial goals, risk tolerance, and any specific concerns or questions you may have.

To get the most out of our financial planning consultation, we recommend:

1. Be open and honest about your current financial situation and future aspirations.

2. Actively participate in the discussions and ask questions for clarification.

3. Provide accurate and up-to-date financial information to ensure a comprehensive analysis.

4. Implement the recommended strategies and follow the personalized financial plan diligently.

5. Maintain regular communication with your advisor and seek guidance when needed.

Best ways to get the benefits from this consultation

Improving Myself on a Daily Basis

Experience

Massey University

Financial Planning, Finance and Financial Management Services
2011-2014

IPU New Zealand

Bachelor of International Relations, International Business
2002-2005

Formal Education

Licences

Work Experience

Labuan Financial Services Agency License Number BS200649

AMLATFPUAA 2001

Financial Planning Award

Questor Capital

Senior Financial Advisor
2018～Present

Mike Pero Mortgages

Franchise Owner
2016-2018

Westpac Bank

Senior Banking Consultant (Lending/Insurances)
2008-2016

Let's answer some of your questions

Why should young professionals consider financial planning?

As the primary decision-maker for household finances, it's crucial for young professionals to have a comprehensive plan to manage money effectively. Financial planning helps you budget wisely, save for future goals, protect your family's financial security, and achieve long-term financial independence.

How can your services benefit young professionals specifically?

My financial planning services are tailored to the unique needs of housewives. I understand the challenges of managing household finances while balancing other responsibilities. Together, we'll develop strategies to optimize your family's resources, plan for emergencies, secure your children's future, and ensure a comfortable retirement.

I don't have a steady income. Can you still help me?

Absolutely. Many young professionals don't have a regular income stream, but that doesn't mean you can't plan for your financial future. I'll help you identify potential sources of income, create a budget based on your current resources, and explore investment options suitable for your risk tolerance and goals.

How can you help me become more financially literate?

Financial literacy is crucial for making informed decisions. During our consultations, I'll take the time to explain complex financial concepts in simple terms. I'll also provide educational resources and tools to help you better understand money management, investments, taxes, and other financial matters.

Can you assist with estate planning and inheritance issues?

Yes, estate planning and inheritance are important aspects of financial planning, especially for housewives who manage the family's assets. I can guide you through the process of creating a will, setting up trusts, minimizing estate taxes, and ensuring your assets are distributed according to your wishes.

“Yuko is a very kind and knowledgeable person. I consulted her when I was worried about money and insurance. She, Yuko, was very approachable. She is a friendly advisor with a people-centered approach!”　

CHIKAKO W

“Yuko is very kind, approachable, and knowledgeable. She was so helpful when I needed help with real estate and money matters! ”

MAHORO K

We help our customers globally.

Our customers are from all over the world, including Japan, Southeast Asia, and New Zealand.

Testimonials

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