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.
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 Emma and Ed to get a clear understanding of their desired lifestyle and future goals. We identified opportunities for relocating and assisted Emma in transitioning from a corporate role to remote freelancing.
Our property and mortgage divisions played pivotal roles in securing them a new waterfront property and an investment property, providing expert guidance on property transactions. We then set up an equities portfolio to accelerate debt repayment and diversify their investments. In addition, we consolidated their superannuation, enabling them to save almost $200,000 in fees alone. Finally, we sourced more suitable and cost-effective insurance products and updated their estate plan.
Results we achieved
- Grew net balance sheet from $660,000 in 2021 to $1,520,000 in 2024.
- Upgraded to larger, waterfront property.
- Improved unit sale by $105,000.
- Purchased investment property.
- Established share portfolio.
- Saved $199,000 in super fees over next 15 years.
- Set to be debt-free in 4 years.
- On track to retire by age 55.
- Protected financial future by restructuring insurances.
- Secured wealth by updating wills and estate plan.
Talk to us, guaranteed value
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Book a complimentary financial strategy session.