Meet Brad and Jo, a happy married couple in their 30’s with two school aged children. Brad and Jo have done what they believed to be the right thing; work hard, pay their taxes, buy a family home, and save as much as they can, when they can. However…. the idea of doing this for the next 30 plus years didn’t sit well with them and they felt that there had to be a better way. On doing their research they liked the idea of using property as a vehicle for wealth creation. They came to The Wealth Centre and our Trusted Advisors were able to assist them in purchasing their first investment property. All was going well for Brad and Jo as a one of the 72% of Australian’s who own one investment property, then they had their Annual Financial Review at the Wealth Centre. Once our Trusted Advisors had done a compressive valuation of Brad and Jo’s financial position it become abundantly clear that Brad and Jo could not only sustain their investment property but they could purchase a 2nd investment property through leverage, which meant no negative effect to their cash flow. What is even better, thanks to the current low interest rates, Brad and Jo are now holding two investment properties in a cash flow positive position and are actively saving towards their next property. Today Brad and Jo have a clear pathway towards a bright future by becoming one of the 1% of Australians who retire early from building their wealth through property.
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