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???????????? ??????????????????: ???????????????????????????? ?????????????? ?????????? ???? ???????????? ????????????????! ????????’?? ?????? ????’???? ???????? ?? ????????????????????: ?? Established an automated cash flow management system to pay bills effortlessly and ensure a robust monthly surplus—resulting in consistent financial growth! ?? Utilised that surplus to shave off from the mortgage through our smart debt recycling strategy. ?? Sold some RSUs to reduce the mortgage further, diversify investments, and enhance serviceability for future opportunities. ?? Released home equity through an investment loan to build a diverse portfolio of funds and shares, reaping the rewards as the markets soar to all-time highs. ?? Connected with a buyers agent who helped secure a property in Brisbane, where the property value has benefited from being in this growth cycle! ?? Set up an investment bond for their two young children, paving the way for future private school education fees. ??? Updated their personal protection plan most tax-efficiently, including establishing a testamentary trust with their will. ?? With these strategies in place, they have a clear path to retire in their mid-50s with the ideal retirement income they’ve always dreamed of! Reach out if you want an independent review of your current retirement plan
