When Samantha, a 36-year-old marketing professional from Melbourne, first connected with Vostro Private Wealth, she was progressing well in her career but felt uncertain about how to make the most of her finances. She had a steady income and some savings, but also a student loan (HECS-HELP debt) and questions about how to manage her superannuation and start investing.

During our first meeting, we took the time to understand Samantha’s goals; to start paying down debt, build her savings, and set herself up for long-term financial security. Together, we created a clear, personalised plan that helped her:

• Establish a simple budgeting system and automated savings routine
• Build an emergency fund for peace of mind
• Review and consolidate her superannuation accounts and investment options
• Start an investment portfolio aligned with her goals and risk profile
• Set a plan to save for her first home within the next few years

Within 12 months, Samantha had reduced her debt, built strong savings habits, and started investing confidently. More importantly, she felt in control of her financial future.

“Working with Vostro has given me clarity and confidence. I finally understand where my money’s going and how to make it work for me.”

At Vostro Private Wealth, we’re proud to help individuals from all walks of life. Our tailored advice helps young Australians like Samantha take charge of their financial wellbeing, building smart, sustainable habits that lead to long-term success.