Client Success Stories: Meet a Couple in Their 50s with Retirement on Their Mind

We’re thrilled to share some real-life client stories that highlight the incredible benefits of financial advice.  

Clients: Sarah & Mike – in their 50s. 

Main goal: Preparing for retirement in 10 years and wanting to maximise this next period. 

Value of receiving advice: 

  1. Reduce Expenses, Increase Savings 

Working with us, both Sarah and Mike were able to reduce their expenses, leading to increased savings and harmony in their household. By implementing tailored strategies, they not only saved money but also reduced arguments about finances. 

  1. Prepare for the Future 

With our guidance, Sarah and Mike established accountability and got their expenses on track, preparing them for potential interest rate increases. They’re now confident in their financial stability, even in uncertain times. 

  1. Maximise Savings on Insurance Premiums 

Mike and Sarah were pleasantly surprised to discover the potential savings on their insurance premiums. Together saving $9500 in yearly Life & TPD insurance premiums, talk about putting money back in your pocket! 

  1. Build Wealth for Retirement 

Sarah and Mike in their 50s, had retirement on their minds. With our expertise, they not only built wealth for retirement but also ensured comfort until the end of their lives.  

  1. Supercharge Your Superannuation 

Sarah and Mike could save $2263 per year, in superannuation fees. Plus, they could increase their super balance by a whopping $261,061 by retirement age! 

  1. Income Tax Savings 

In just the first year, Sarah and Mike could save an estimated $4,680 in income taxes – talk about a win-win situation! 

Please note that the names and photos used in these success stories are fictional to protect the privacy of our clients. However, the financial information shared is based on real client situations and outcomes achieved through our services. Your financial journey is unique, and we’re here to help you achieve your goals. 

Are you ready to achieve similar results and take control of your financial destiny?  

Book our free introductory session now to discover how we can tailor our expertise to your unique financial goals and embark on a journey towards wealth together. 

We hope you enjoyed reading this client success story and found it useful. If you have any questions, comments, or feedback, we would love to hear from you. 

7Wealth Pty Ltd ABN 44609210246 is a Corporate Authorised Representatives and is authorised through Cobalt Advisers Pty Ltd ABN 64 628 654 099 who is an Australian Financial Services Licensee 512550. 7Wealth Pty Ltd is a Credit Representative of Australian Finance Group Ltd ABN 11 066 385 822 (AFG) Australian Credit Licence 389087. 
This blog contains information that is general in nature. It does not constitute financial or taxation advice. The information does not take into account your objectives, needs and circumstances. We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment decision or acting on any of the information contained in this document. Subject to law, Cobalt Advisers Pty Ltd nor their directors, employees or authorised representatives, do not give any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of the information contained in this document. 

April 24, 2024