THE INTRODUCTION

Kylie, Angus and their 3 children came to us 7 years ago. They were doing ok financially, managing things themselves, but wanted to know if they could improve their situation to reduce the mortgage and start investing to make better use of their current financial position so they had more money in a few years to holiday and have more wealth for retirement.

OUR ADVICE

After a thorough review of their financial situation we told them to do the following:

  • Use the equity in their home to buy investments, both investment properties and shares.
  • Use cash in the bank and their surplus each year to reduce the mortgage faster and help pay for the investments they will do over the next few years.
  • Use their superannuation to start a Self-Managed Superfund to borrow through and buy an investment property to help increase the amount of investment assets they have in super to get more growth over the long term.
  • Review and change their personal insurances so that it didn’t impact on their cashflow but allowed them to have more personal insurance that they needed as a family should something happen to either of them.
WHERE WE STARTED in 2012

They were using their incomes to pay down their mortgage, but weren’t doing anything else to increase wealth.

They had assets of:

Super combined $159,000

Home $550,000

Cash in bank $24,500

Other assets, cars, etc $45,000

DEBTS of $385,000

TOTAL NET VALUE $393,500

NOW 8 years LATER in 2019

Over the last 8 years we have helped them utilise their surplus cashflow, superannuation, and the equity in their home so that they now have.

They now have assets of:

Super combined $480,000

Home $700,000

Investment properties $1,163,000

Share investment $18,000

Cash in bank $128,000

Other assets, cars, etc $55,000

DEBTS of $1,631,000

TOTAL NET VALUE $913,000

They are now in their early 40’s and on track to have a debt free home and over $2,000,000 in investments and retirement funds by the time they are 55 years old.

 

WHAT THEY HAVE TO SAY!

We have worked with Oasis Financial Panning for many years now and each year it has been wonderful to have them as our go to make sure we are doing the best with our finances. We now know that we are on track to have our home debt free and have plenty of money and investments for an early retirement. We wont have to rely on the government for a income, we will be self-funded in retirement and have options to retire sooner than most people if we want to. Having a good strategy and investment focused financial adviser that truly understands us and want we want has been great.

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What our clients have to say

Steve Pollard is a highly professional and ethical financial planner, who practices what he preaches. He is on the few financial planners to have provided independent fee for service advice since he started in the industry. I trust Steve to provide quality advice to me, my friends and clients.

Andrew Wegener  Aquila
Andrew Wegener

Every time I see Steve present at a seminar, I realise it is so much more than financial information, which anyone can provide, and more about finding the right motivator. Steve definitely knows how to motivate in a friendly non confronting manner. I can see why his greatest successes are with clients that stay with him year on year.

Greg Davies  Davies Home Loans
Greg Davies

I have know Steve pollard personally now for a couple of years and meet with him once a week for breakfast. He is literally a breath of fresh air as I have always been wary of Finance Advisors in the past. Steve is now working with myself and my partner to help build a financial plan for the future and has really opened my eyes to the possibilities there are. I totally recommend that if you are looking at advice for your personal or business matters to book a time to Steve as you won't be disappointed.

Sam Skehan  "Great Advice"
Sam Skehan

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CONTACT

Stephen Pollard | 0427 729 448
enquiry@oasisfinancialplanning.com.au
oasisfinancialplanning.com.au

PO Box 4751, Robina Town Centre QLD 4230

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Stephen Pollard and SVJJ Pty Ltd, ACN 158 131 269, ATF SVJJ Family Trust ABN 86 718 454 789 trading as Oasis Financial Planning, are Authorised Representatives of Synchron AFS Licence No. 243313, an Australian Financial Services Licensee.

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