Meet our clients living the ‘healthy wealthy happy’ life today
What were their challenges?
As a young defacto couple with savings in the bank, Angus & Eliza were unsure what they should be doing. Quote “it’s time to start adulting, we need help sorting our s*** out”. They knew they needed help and wanted to make the most of their savings.
What did they overcome?
Classic paralysis by analysis. Torn between using the savings for Share Investment or Property Investment? Or should they just keep saving and eventually buy a home? Also what exactly should they do with their super and do they really need Insurance?
So, initially we looked at the cashflow and the options available to them, before mapping out the investment plan they felt most comfortable with.
How did I help?
I ran them both through the scenarios they had available, giving them the extra information they needed to help make an investment decision.
We then mapped out a financial plan which addressed the rest of their concerns, and have helped with implementing the recommendations. I wanted to make this experience super easy, removing any stress or burden they were feeling.
What did they learn that I can share?
There is value in having clear goals and a plan in place, the financial advice process has really helped in overcoming the financial inertia they were feeling.
HOW WE HELPED IN PARTICULAR
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