CASE STUDY
How We Helped Thomas Save Time, Pay Less Tax, And Buy His Third Investment Property
His Goals
Buy another property
He is considering purchasing this 3rd investment property and was unsure how to structure this.
Wealth creation
Develop a plan to reduce tax, increase net worth, and secure a comfortable retirement.
Save time
Receive ongoing guidance that will minimise the time he spends devoted to managing his finances.
About Thomas
Self-Managed Super Fund
Recognising Thomas’s property expertise, we recommended an SMSF to facilitate his chosen real estate investment. This unlocked significant tax advantages and fueled his retirement savings growth through direct property .
Diversified Portfolio
To complement the property, we created a diversified investment portfolio, aligning with his age and risk tolerance. This provided valuable diversification and reduced overall portfolio risk.
Ongoing Support
We provided Thomas with ongoing support throughout the process. Regular reviews allow us to monitor his progress and identify any adjustments required.
Wealth Management
We took care of the heavy lifting, managing his investments and superannuation, freeing up his valuable time.
The Results: Building Wealth Brick By Brick
Tax Effective
By leveraging an SMSF, Thomas enjoyed substantial tax benefits on his property investment.
Superannuation Boost
The combined property and investment portfolio projected a significantly higher superannuation balance after 10 years.
Reduced Stress
Our wealth management services ensured he felt confident managing his SMSF, freeing him to focus on the future.
Leveraged Expertise
Thomas could utilise his real estate knowledge while accessing tax benefits for his retirement savings.
The Benefits of Strategic Planning
Thomas’ story showcases the power of strategic financial planning.
This story demonstrates how a well-structured wealth management plan can empower individuals to achieve their financial goals. By diversifying his investments and utilising a tax-efficient strategy, he is well on his way to a secure and prosperous early retirement.
If you’d like to create a plan for your own life with unbiased advice and personalised support, click the link to book a free session today.
Disclaimer: This case study is for educational and general information purposes only. It does not constitute financial advice. Specific details, including names and figures, have been modified to protect client privacy.
