Matt & Emma’s Story

When we first got married, we had this sort of conversation of… there’s few things that we want to do in our life and one was have children, one was living in the UK, travel and have our forever house.

Because of you guys, we’ve achieved our four major goals in the first half of our life together.

We were quite comfortable about our retirement. So we knew what we needed to do to retire. But life isn’t all about retirement. So you don’t spend 40 years just slogging away just so you can retire one day… you want to enjoy the journey on the way as well.

It was like a three dimensional jigsaw puzzle almost. So it was like, well, we’re not too worried about what would be the end goal, but that will look quite comfortable, but it was juggling all the bits and pieces along the way to get there.

Very much if I’d gone through it, I think I would have really only be able to focus on one of those goals at a time. So, okay, let’s save for the UK, for the next nine years; okay, now that’s done, what’s the next thing?

Whereas With Empower Wealth we’ve been able to focus on all four things that we wanted to achieve and do them all sort of simultaneously and do things and know that that won’t compromise things later.

We’re both children of the 80’s and 90’s, so we grew up through the great recession—the recession we had to have.

I certainly had family and friends that were caught up with the effects of bad advice and through that time and running into sharks that, you know, very much had hands in pockets and all that sort of thing.

I know I needed advice, but I don’t want to run into someone who’s not going to have our best interests at heart.

What was unique about you guys was how quickly we could see, it was very much a transparent process that we were working with.

Joel really encouraged us to ask questions if there was something we didn’t understand, ask. So we actually started with Joel back in 2015. So there wasn’t the podcast and there wasn’t the books on YouTube content that you have now.

It was the planning process that helped us get through all that and led us to Liz and Dean and the Buyers Agent as well. So there isn’t a part of the business we haven’t used.

One of my closest friends who is in a similar financial situation, both parents, both husband and wife, well educated, good jobs, two children, own house. And I said, Oh, we’re gonna retire in 15 years. And she said, what? Retire! We haven’t even thought about retiring!

(We) Certainly recommend getting a Plan from you guys any time.

… It’s worth it’s weight in gold!

 

Note

• Would you like to have a similar experience like Matt & Emma’s ? We’d love to help!
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• If you would like to discover an efficient way to manage your finances, reduce interest payments to the bank, and maximise your surplus, all while committing no more than 10 minutes each month to oversee it? Check out our in-house-built Moorr platform here.