It’s never too early to start building wealth and the qualified financial planners at Precision Wealth Management experts when it comes to complicated wealth creations strategies.
In this blog we share how one of our clients is on track for an early retirement and what they have to say about working with the Precision Wealth Management.
Financial Planning for Early Retirement
About a year ago we were approached by a married North Brisbane couple who needed financial guidance for a complex situation.
The pair, who are in their 50s and have adult children, were also thinking long term and wanted to continue to boost their wealth so they could retire as early as possible.
While they were reasonably well established financially, they still had a long way to go before they would be in a position to stop working.
To achieve their goals, we developed a tailored wealth strategy with some clear goals to grow their superannuation, improve their tax effective cash flow and minimise taxes.
We settled on this plan as it was the best way to maximise their wealth creation without taking on huge amounts of investment risk.
So far, this plan has allowed them to:
- Meet their day-to-day living expenses,
- Build their super, and
- Reduce their investment debt
Financial Advisor North Lakes
In the 12 months since they have become a client, they have seen a huge increase in their wealth, in part due to the good investment performance since the market crash attributed to COVID, but also with their regular superannuation contributions.
They have also been able to use surplus cash flow to reduce their investment loan.
Their original goal was to retire in 5 years (which is 4 years from now). Now, after 12 months, they are well above original projections, so could possibly retire earlier if they wanted.
Here what they had to say about working with us:
“Precision Wealth have gone above and beyond our expectations to ensure we have the best possible investment strategy and support to implement the plan to secure our future.”
Financial Planner Brisbane
Are you ready to lay the foundations for a prosperous future? Reach out to Precision Wealth Management today.
Precision Wealth Management is a local, privately-owned financial planning firm based on Brisbane’s northside.
Our certified advisors work with each individual client to determine the best wealth creation strategy based on their unique situation.
We strive to stay at the forefront of the industry, and our investment approach is based on decades of research.
Financial Planner Brisbane
Our services include Superannuation Advice And Planning, personal Insurance Advice, Budgeting And Cashflow Management, Investment Strategy And Advice, Aged Care Financial Advice, Retirement Planning Advice, and Debt Reduction Financial Planning.
At Precision Wealth Management, we offer flat fee pricing which is determined on the complexity of the work – not the value of your investments.