David and Lisa’s Story

Lisa: Dave started listening to all the podcasts, and I think Dave got a very clear vision in his mind of where he wanted to head – getting a plan in place.

Meanwhile, I had no idea that all that was happening! So when Dave first approached me about it and said, “this is what I want to do, I want to start changing our bank accounts. The way we do things. Great company, Empower Wealth. I’m going to go through them, get a portfolio.” I sort of went, “Whoa, what’s wrong with the way we’re doing things?!”

Lisa: Took that first step, the appointment, and I was very sceptical when I walked into the office for that first appointment.

David: I remember you were; it was very hard to convince her!

Lisa: But once we got there and we started that process, I started to understand it in more detail, about what the portfolio was and how good the data was, that you could make those projections over your life and work out when we want to retire, and started all the conversations. It made sense.

David: It all completely made sense. It really came together really well.

Lisa: I think the graphs for me were really good as I am a very visual person, and being able to see visually sort of where we were going to be tracking and then we could sort of project all our holidays and our kids’ education and everything into it and then see where we’re still going to end up and what we need to do.

David: You don’t need to follow it down to the letter. You know, it’s very flexible and can be dynamic if you really want it to be.

Lisa: The detail is just something I definitely could not do myself. And having it all there with everything outlined and being able to also have the option to add to it as well — so it’s like an evolving, ongoing, plan — is just fantastic.

To have that and visually get to see it and have someone with the skills to be able to supply that and keep it updated and fresh. It’s really comforting.

David: It’s all there, ready for you to implement. I think that’s the key.

Lisa: Our portfolio was the start of the adventure of getting everything into place, which for me was fantastic, and that’s probably the advice that I do give.

Friends that ask about… anyone that starts mentioning that they’re wanting to maybe invest in property or they’re wanting to get their Super sorted, straight away I’m like, “Look into Empower Wealth!” So I’m like, “They’re really good. They’ve got everything there. It’s like a hub!”

So I think having everything available. It’s fantastic.

David: There is not one thing that is missed in the Empower Wealth Property Portfolio Plan.

 

Note

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