Client Success Stories: Achieving Early Retirement
Are you dreaming of retiring in your 50s, living debt-free, and enjoying a comfortable lifestyle until the end of your days? It’s not just a dream – it’s a reality for our clients, and we’re excited to share their success story with you!
Client Success Story: Early Retirement in Your 50s
Meet Emily and Jack in their mid 30s, with a combined income $325,000PA – a dynamic duo with big dreams of retiring early and living life on their own terms. With our expert guidance, they were able to achieve their goal of early retirement and so much more. Here’s how our advice transformed their financial future:
- Building Wealth for Early Retirement
Emily and Jack wanted to retire in their 50s, but they also wanted to ensure they were comfortable for the rest of their lives. With our personalised financial planning, they built a robust retirement nest egg that provided them with the financial security they needed to retire early and live comfortably.
- Debt-Free in Their 50s
One of Emily and Jack’s goals was to become debt-free by their 50s. Through strategic debt management and budgeting techniques, they were able to pay off all their debts and enter retirement with a clean financial slate.
- Supporting Family and Enjoying Holidays
Even in retirement, Emily and Jack wanted to be able to support their family and enjoy annual holidays. With our advice, they were able to budget for these expenses while still maintaining their desired lifestyle.
Financial Benefits of Our Advice
By implementing our advice, Emily and Jack enjoyed significant financial benefits:
- Superannuation Fee Savings: They saved $905, ensuring they maximised their retirement savings.
- Income Tax Savings: In the first year alone, they saved an estimated $23,300 in combined income taxes, putting more money back in their pockets.
- Investment Strategies: We helped them establish an investment portfolio aligned with their risk profiles, ensuring they could achieve their financial goals.
- Superannuation Balance Growth: By retirement age, their combined superannuation balance is estimated to increase by $319,000, providing them with a substantial nest egg for their retirement years.
- Peace of Mind with Insurance: We ensured they had the right insurance cover in place, giving them peace of mind that they were protected in case of unforeseen circumstances.
- Building Wealth: $2,400,000 more in their combined financial position by the time they hit their 60s through property investing.
Are you ready to achieve 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.
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.
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.
