CLIENT STORIES

Amelia’s journey to financial empowerment

Amelia came to us as a 37-year-old single professional excelling in her career as a sales director at a leading international software company. However despite her high income, she had no clear plan, her spending habits were out of control and she was anxious about her long-term financial security.

Money and finances were never really made sense to me until I met with Financial Spectrum. I now know what I need to do to achieve my goals and finally feel confident in my future. The best part is that Financial Spectrum helped me do it without sacrificing my lifestyle. I only wish I’d sought their advice sooner.

Amelia

How Financial Spectrum helped

We began a journey with Amelia by setting clear, achievable financial goals based on her values, needs and desires. A strategic financial plan was developed to lay the foundation for her path to financial security, with our FLOW Money Management system playing a crucial role in teaching her effective cashflow management and saving.

Amelia’s journey continued with the purchase of her first property, diversifying her investments with a share portfolio, optimising her superannuation for maximum retirement savings and minimising tax. We also showed her how to manage her long-term stock incentives to minimise future tax. With newfound financial knowledge and a clear plan, she embarked on her path towards financial peace of mind.

Results we achieved

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