Case Study – Ways to Build Wealth
Balancing Finances While Living Life to the Fullest
Chris and Sue, Rowville
Chris and Sue first started working with us in their mid 40’s. They were in a good financial position but didn’t feel like they were making the most of their finances.
They were good at managing their cashflow and had savings building up but felt like they should be doing more than just building up their savings.
They wanted to make sure their finances were structured tax effectively.
Chris also wanted to make a career change and need to understand how this may impact their future financial security
They were considering buying an investment property but unsure if this was the right wealth creation strategy for them.
We sat down with them to understand their current situation and what they wanted their future to look like.
Through our detailed analysis we were able to show options for building their wealth tax effectively. Although an investment property was part of the picture it wasn’t the sole solution. Building a diversified investment portfolio, maximizing super were also part of the cohesive plan.
We’ve been proactive with them over the years and provide ongoing advice on how to take advantage of their situation and stay up to date with any changes in superannuation and tax legislation that arise.
With our guidance they are in a secure financial position that they have many options available for them to have an epic retirement when they’re ready to work less.
Over the years they have told us repeatedly that they sleep better at night knowing that we are on their team and that their situation is under professional control.
They don’t need to be doing research, monitoring their portfolios or worrying about what investment decision is right or wrong.
“Chris and I were unsure of how to make the most out of savings, having sold our house in the UK. Chris was also considering starting his own business. Danielle’s initial consultation was friendly and very relaxed. She put us both at ease asking pertinent questions to assess what we wanted and how to financially plan for our future. Having meticulously studied our financial situation, including superannuation and our provider, Danielle was able to secure a deal that saved us money straight away!
Danielle is easy to speak with and certainly explains all aspects of our finances clearly, with no question being too trivial. We have now been able to buy a rental property, Chris has started his dream business and we feel totally secure in knowing that our money is working for us, for our long-term goal, our retirement. I am confident in Danielle’s advice and professionalism and have already recommended her to friends and colleagues.”
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