A Journey from Uncertainty to Clarity: Brad & Brooke’s Story

When Brad and Brooke began their property investment journey, they were full of ambition but lacked the guidance they needed to make informed decisions. Like many first-time investors, they were drawn to the allure of off-the-plan properties and house-and-land packages, sold on promises of negative gearing and rapid returns.

“We just got so swept up with the glitz and glamor of it all,” Brooke reflects.

“We weren’t really educated as much as we felt we should have been, which is why we were so easily sold on, you know, ‘Let’s purchase 15, 16, 17 properties.’”

A Wake-Up Call

Fortunately, a friend introduced Brad and Brooke to The Property Couch podcast, where they began to re-evaluate their strategy. “After listening to that, we had some pretty frank conversations,” Brad recalls. “We decided we were going down the wrong path and needed to get out before this became a bigger issue than it already was.”

The podcast not only helped them see the potential risks of their current approach but also sparked their interest in Empower Wealth. What stood out to Brad and Brooke was the philosophy of “lifestyle by design”—a concept that emphasised achieving financial goals without sacrificing the present. “It was about setting up our future, but not completely at the cost of now,” Brooke explains.

When Brad and Brooke reached out to Empower Wealth, we guided them through the process of creating a personalised Property Portfolio Plan. “We’ve been burnt before, so we were a bit cautious,” Brad admits. “But Empower Wealth was so professional and transparent. They never spoke derogatorily about other companies—they simply showed us how Empower Wealth operates.”

Their conversations with Empower Wealth helped them focus on what truly mattered to them: balancing current lifestyle needs with long-term security. “What we really valued was the plan—the portfolio plan,” Brooke says.

“It allowed us to design our life exactly how we wanted it, tailored to our income and investment strategy.”

Brad and Brooke were also impressed by how seamlessly the different teams at Empower Wealth worked together. They got introduced to our mortgage broking team, who ensured their financial plans were aligned across the board. “The communication was fantastic,” Brooke says. “We were kept in the loop every step of the way.”

For Brad and Brooke, Empower Wealth’s approach was more than just transactional—it was deeply educational. “They arm you with the tools to go out and do it yourself if you want,” Brad explains. “That independence and impartiality were a really big selling point for us.”

Lessons for Future Investors

Looking back, Brad and Brooke credit Empower Wealth with helping them avoid potentially costly mistakes and giving them the confidence to move forward.

“We were very close to making some poor decisions, but we couldn’t be happier with Empower Wealth and Ben and Brad,” they say.

Their advice for others starting their investment journey?

“Arm yourself with as much knowledge as possible,” Brooke says. “Get the books, listen to the podcast, and seek advice from accredited, trusted people. Knowledge is power, and it’s the key to making the right decisions for the life you want.”

Today, Brad and Brooke feel more secure about their financial future and are excited to see their investment strategy unfold. Empower Wealth helped them turn their initial uncertainty into a clear, actionable plan—one that allows them to enjoy their present while securing their future.

If you’d like to learn more about how Empower Wealth can help you create a tailored investment plan, book a free consultation today.