I want to tell you about Gary.
When Gary first came to me, he wasn’t in the best position.
He was working down at the docks, where a lot of workers were being made part-time and he was worried about his job security.
He had a crook back and 8 years to go before retirement.
He felt that property investment could help set him up for a more comfortable life but he wasn’t sure how to go about this. He saw one of our ads and came in for a meeting with me.
Based on the details he provided, I put together a Portfolio Grade Strategy that would:
Target neutral and cash flow positive properties
Low establishment cost strategies
Use a Master Facility to manage all cash flows
Convert portfolio to income generation for retirement
Using this Property Wealth Plan, Gary invested in 8 properties over 8 years. He’s now set for a comfortable retirement and each year he gets almost all of his tax back.
I love Gary’s stories because it so perfectly illustrates the power of property investment to actually change your life and dramatically improve your finances.
Gary explains the process himself in this video:
If you’d like to speak directly with one of our Senior Property Coaches about your circumstances, please request a complimentary 1:1 strategy session here.