Rebekah’s Story

My husband had always had it in his head that he said,

“I want to invest in properties and I want to do this and that.” And I was just thinking like, “No,.. I don’t know how you would do that.”

We can just buy an apartment, and then eventually we’ll upgrade to a house.” And that was kind of my plan.

Growing up, my parents bought a house and then moved to a bigger house, and then that’s where we stayed forever. There was no sort of question of buying investment properties or doing other things. So that’s sort of what I’ve grown up with. I just didn’t know how to do it.

Money is never a fun thing to talk about. So we were thinking of what you can get on a trading salary and a dumb admin salary. So…I don’t think my husband and I expected to get what we did.

We got the Plan and we were looking through the numbers and Rachel went through everything with us and we’re sitting there thinking…
“Oh my gosh, like how is this possible?”

The realisation that there were multiple opportunities, steps and availabilities. I remember when we got the Plan, my husband and I just sat down and we were reading through it, and we just… there were no words. We were shocked. We were excited.

Like we’re 23 and 26, and we’re already thinking and being excited about when we can retire, what we can retire with, and what we can provide to our eventual children. And so being able to be secure… being able to eventually see step-by-step, putting things into play and implement the strategies and the steps … is just it’s really exciting.

I would definitely recommend it, particularly as a young couple, being able to map out our future and know what we can have and how we can provide for our family… It’s just been invaluable.

I look at so many of our friends who are of similar age to us and they’re just not putting as much effort at work or they’re just happy to sort of spend paycheck each time.

The plan doesn’t mean that you have to be stingy and not have a good life. It’s the opposite. The whole point is to make the best out of everything.

Obviously, people like the idea of investing in their future, but maybe they haven’t quite thought about when to do it, and you can say, “Oh well, I’ll do it in a few years when I’m older or I don’t need to right now because it’s not the right time.”

It’s the right time. Get in, get in quick, get it sorted

It’s just to understand what you are currently doing and how to move forward. I mean, I used the word invaluable before, but it’s invaluable. It’s crazy. It’s really good.

 

Note

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