Meet John and Sue a couple in their 50’s who have worked hard towards setting themselves up for an early retirement through property. When they came to The Wealth Centre, John and Sue had already purchased 3 properties, were well on their way to being tax effective, but unfortunately they had hit a stumbling block; they had exhausted their personal capacity to purchase any further properties in the near future. John and Sue knew that to be able to have the lifestyle their desire when they retire they needed to purchase more investments. Once meeting with our Trusted Advisors, it became clear to John and Sue that once they combined their superannuation funds into one Self-Managed Super Fund they were able to buy another property, and also have the funds to diversify into stocks, shares and other commodities. John and Sue relished the value of taking control of their super funds and being able to determine their own outcome, and now through the help of The Wealth Centre’s Trusted Advisors they are planning their exit strategy from employment to early retirement.
