CLIENT STORIES

Emma and Ed’s coastal living transformation

Emma and Ed found themselves in a financial rut, lacking direction and eager to update their two-bedroom unit in Maroubra. However, they didn’t see how that would be possible without leaving their cherished coastal lifestyle.

Our journey with Financial Spectrum began when we sought to upgrade from our two-bedroom unit. We were concerned that to have a nicer, more spacious home, we’d have to move to the suburbs and leave behind our beloved beach lifestyle. Thanks to Financial Spectrum, we’ve achieved our dream of upgrading our home without compromising our lifestyle. Brenton’s guidance has transformed our lives both financially and personally.

Emma and Ed

How Financial Spectrum helped

We worked with Kiran and Nila to set goals to guide their decision making based on their values and desired lifestyle. We then set them up with our FLOW Money Management system to optimise their cashflow and designed a 10-year debt-free plan to give them confidence in their future.

Together with our property and mortgage companies we advised on the sale and purchase of properties and our secured a competitive home loan. Then through implementing a debt recycling strategy we managed to save a further $233,000 on their mortgage. We established additional superannuation contributions saving them over $100,000 in fees. We implemented comprehensive insurance coverage, established wills and estate plans, and managed their tax affairs.

Results we achieved

Talk to us, guaranteed value

We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.

Book a complimentary financial strategy session.