Blog post by Empower Wealth

“We Wish We’d Started Sooner”: Jo’s Story

Often, the biggest regret we hear from our community is this: “We wish we’d started sooner.”

Jo and her family know this feeling all too well. Their journey with Empower Wealth transformed their financial future—but it didn’t start without its challenges.

When Jo and her husband approached their bank to use their equity and help their daughter—who was left without a home after an unexpected flatmate situation—they were told it simply wasn’t possible. Frustrated and stuck, they didn’t know where to turn.

That’s when a colleague recommended our Property Planning team. Jo decided to reach out, and that single decision changed everything.

Here’s how Jo described her experience:

“They explained exactly what would happen if we followed the plan versus if we did nothing. Within three weeks of talking with them, we bought a property in Brisbane. The process was fantastic—they sent us a detailed report, and they were so thorough. I really appreciated the honesty and communication.”

Jo’s story highlights the power of having the right advice and a clear plan. That’s why we developed the Property Portfolio Plan—a tailored solution to help people like Jo turn “what if” into action.

What Is the Property Portfolio Plan?

The Property Portfolio Plan isn’t just about investment properties—it’s a complete financial roadmap designed to align your property decisions with your broader lifestyle goals. Whether you’re buying your first investment property, upgrading your family home, or planning for retirement, the plan offers:

Clear financial projections: See how each decision impacts your long-term financial outcomes, including cash flow and debt reduction.
Customised scenarios: Explore different options, like buying an investment property or upgrading your home, with interactive tools.
Debt reduction strategies: Visualise when personal and investment debts will be paid off, and the impact of strategies like using an offset account.
Lifestyle integration: Factor in life events like starting a family, school fees, holidays, or even early retirement.

Why Starting Now Matters

When it comes to property and financial planning, timing is everything. Waiting too long can mean missed opportunities, but starting now gives you the advantage of clarity and confidence.

With nearly 5,000 Property Portfolio Plans delivered, we’ve seen firsthand how this process helps clients take the right steps at the right time. It’s more than a plan—it’s a business plan for your financial future.

And our team of qualified and experienced advisors are here to guide you. Whether it’s building your property portfolio, leveraging your equity, or achieving financial security, we’re ready to help you make the leap.

Take the first step today—fill in the form below and book a free consultation with one of our Qualified Property Investment Advisors.

Start 2025 with clarity, confidence, and a plan to achieve the life you’ve been dreaming of.

Categories: Property Investment Advice

Tags: property invesment, Property Portfolio Plan, success stories