Peta’s Story

Planning for the future can feel overwhelming, especially when it comes to securing a comfortable retirement and leaving a legacy for the next generation. For Peta, it wasn’t just about wanting an investment property, but about making smart financial decisions that would give her peace of mind for the years to come.

After educating herself on property investing  and seeking help from Empower Wealth, Peta was able to build a clear, actionable plan that aligned with her financial goals. In her own words, she shares how Empower Wealth guided her through the entire process, from understanding her lending capacity to working with buyer’s agents and securing her future.

 

Transcript:

I seem to have lost all fear of not being comfortable in retirement. It’s a great feeling. And also, being able to leave something for the kids is quite important for us as well.

I guess I had it in the back of my mind that I wanted an investment property regardless, but it was a bit tough to do it on my own. But I watched the growth here in Perth, and thankfully, I’ve been very fortunate in seeing the equity grow in this property.

Somehow, I came across the book The Armchair Guide to Property Investing, and that made me realise it was possible. There was even a little bookmark in there that triggered me to listen to The Property Couch podcast. That’s when I started educating myself more about property investing.

I will say, one of the things that started to annoy me about myself was listening to Ben Kingsley on the podcast. At the end of every episode, he would say, ‘Knowledge is empowering, but only if you act on it.’ Every time I heard it, I’d go, ‘Okay, alright, I’m sick of hearing this,’ but it pushed me to take action.

We had enough equity, so I thought, ‘Let’s at least find out what our options are.’ That’s when I reached out to your team to understand what we were capable of. But we got more than we ever imagined from our meetings with Brendan. He did our Property Investment Plan, and we put in everything—projected goals, expenses, holidays, even wedding gifts and kids leaving home. It was fantastic.

Brendan provided such clear, concise advice. He gives you a plan that you have to act on, but only I could bring it to fruition by saying yes.

Meanwhile, I was speaking with Jake about our lending capacity, which ran in parallel. We were able to stay with the same bank for our principal residence, and it was just the trust, clarity, and communication that made me feel comfortable to proceed.

We then decided to work with a buyer’s agent, Nicole, who was amazing. We didn’t have the capacity to invest interstate without help, but she and her team took care of everything. She handled the communication with Jake, the conveyancer, and even organised the pest and building inspection straight away. She would ring me every day with updates, so there were no surprises.

It’s been such an easy process, and it’s made investing interstate not so scary.

Having a Property Investment Plan has given us a much clearer picture of our future. What I found fantastic with Empower Wealth is how every department communicates so clearly. They kept us updated every step of the way. The figures don’t lie, and you can’t say no to that level of security.

In retirement, you want to feel secure, and Empower Wealth has given us that peace of mind. We also now have the ability to provide a legacy for our kids.

 

Ready to Secure Your Future Like Peta?

Whether you’re just starting to think about property investment or looking to secure your financial future like Peta, Empower Wealth can help. Our expert advisors are here to guide you every step of the way, providing tailored advice and strategies to ensure you reach your goals.

Book a Free Initial Consultation Today Here and find out how you can benefit from a comprehensive Property Investment Plan.