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 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.