From $935k to $9.97m in 22 years!

Here is a look at a new financial roadmap we designed for one of our clients, which will transform their future.

👨‍👩‍👧‍👦 They are a 30-year-old couple with 2 young kids (a 3-year-old and a 1-year-old)

💰 They currently have a combined income of $400k with $900k in debt.

This is a closer look at their situation and how we have provided them with clarity and confidence for their future:

🚧 Current Roadblocks:
Earn decent money but not being optimised and used wisely
Don’t have clarity on what to do to make their financial future a reality
Don’t feel confident about their financial future

This roadmap enables them to achieve all their goals:

✈️ Holidays every year for $10k
🌴 Big holidays of $30k every 2 years
🏫 Primary and secondary private schooling for their children
🏡 Purchasing a new $2.4m home in 5 years and selling their current property

Results:
Their net worth (total assets less debts) is expected to increase from $935k to...
$3.52m in 10 years
$9.97m by 60 years old


Would you like to see your financial potential?

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From $371k to $5.38m in 20 years!