Client Success Stories
See how Financial Advice can better your position
Our Client
Age: 45 & 34
Combined Income: $240,000 pa
Cash: $600,000
Super: $450,000
Their Goals
- To buy a forever home.
- To tax effectively maximise wealth.
- To protect their family if something ever happened to them.
- To put money away for their children.
What We Did
- Purchased a home for $1 M.
- Used surplus cashflow to turn home loan interest tax deductible whilst building long term wealth.
- Aligned super to their risk profile
- Contributed to super.
- Put Insurances in place.
- Tax effectively invested for their children.
- Purchased an investment property.
- Review their estate planning.
Benefits
- Tax savings of 34.50%!
- Family is protected!
- Forever home has been purchased.
- Super fund and investments are now aligned to their growth plans.
- $8,500,000 increase to their net position through their working career (after our fees)
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We offer a complimentary 30-minute meeting to talk through where we can help.
We are a Brisbane Financial Advice practice, and we can service clients nationally over the phone or via online calls.
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Please note that this article is intended to provide general information only and does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you and seek professional advice before making any investment decision.
