Making Dreams a Reality: Leo & Helen’s Journey with Empower Wealth

For Leo and Helen, their property investment journey began almost two decades ago with a cold call that sparked their interest in property ownership. “We signed on the dotted line… and as most people would appreciate when they do that… they realise that they overpaid.” Despite the shaky start, the couple worked hard to build their assets and position themselves for a significant lifestyle change. 

Determined to relocate to Queensland, Leo and Helen needed a clear strategy to transform their hard work into their dream lifestyle. 

“We’ve reached a stage in life where we recognise we’ve worked very hard, and where we want to be” Helen says. “Where we want to be… is not in Melbourne anymore!”

A team that listens 

The couple reached out to Empower Wealth after previous experiences left them feeling uncertain. “We had engaged other companies, but we weren’t happy with their service,” Leo shares. On engaging with Empower Wealth: “We said, ‘Take into account everything that we have and we want three different plans that ultimately allow us to achieve our goal.’” 

The Empower Wealth team provided precisely that. “The way he spoke and the questions that he asked, he got everything he needed out of us,” Leo explains. “When we got the final proposal it was a very detailed plan, which is what we wanted.” 

Leo continued: “…literally went step by step. There was even advice on what to do with the money when you sell, rather than just putting it in the bank.” 

Confidence to take action 

Leo and Helen immediately put their plan into action. “We knew what option we were going to take,” Leo shares. “Now, it’s a matter of waiting for that property to settle, and then Helen can start looking at real estate.” 

Their experience with Empower Wealth has already inspired others. “When we start talking about it with friends, they say, ‘Oh, who did that for you?’” Leo says. “If you’re going to go and speak to [Empower Wealth], just know what you want, and they will help you get it.” 

Leo and Helen’s journey highlights the importance of clear, actionable planning and a trusted team of experts to guide the way. 

If you’re ready to take control of your financial future and create a tailored investment plan, book a free consultation today.