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.
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
- Grew net balance sheet from $724,000 in 2017 to $2,712,000 in 2024.
- Achieved dream of home ownership.
- Diversified investments with a share portfolio.
- Annual savings of $60,000 due to improved cashflow management.
- Saved $26,300 in super fees, with a potential lifetime saving of $144,000.
- Protected financial future with insurances.
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