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

Here is a look at a new financial roadmap we designed for one of our clients, which will see them be debt-free & worth over $5.3m in 20 years.

👨‍👩‍👧‍👦 They are a mid 30’s couple with 2 young kids

💰 They currently have a combined income of $250k with the husband working, and the wife being off work for 3 more years before returning part-time.

This is a closer look at their situation and how we have developed a plan that will allow them to achieve all their goals:

🚧 Current Roadblocks:
• Their financial future was okay, but they would have and to sacrifice things and not live the life they wanted.

This roadmap enables them to achieve all their goals:

🏫 Catholic schooling for their two children

🚗 Regularly upgrading cars

🛠️ Upgrading their home in three years

🌴 Annual holidays (which they don’t do now)

✈️ Big overseas holidays every four years

Results:
Their net worth (total assets less debts) is expected to increase from $371k to...

$1.77m in 10 years
$5.38m in 20 years
$9.5m by retirement at 60

This position is $4M better off by 60 before retirement after our new roadmap for them. As well as being debt-free in 18 years!

Would you like to see your financial potential?