Saving $30,000 By Moving Away From Cookie-Cutter Advice

Stuck and Searching for a Way Forward

Stephen and his wife were juggling busy careers and young kids. Despite all their effort, Stephen admits:
“We were working pretty hard and not achieving the great financial goals that I thought we could.”

They tried different approaches from the Barefoot Investor, to cookie-cutter advice, but nothing really gave them the traction or clarity they needed.

Discovering Empower Wealth

That’s when they found Empower Wealth through The Property Couch podcast. What stood out was the breadth of expertise available under one roof.

“We used them all… financial planning, mortgage broking, buyer’s agency, financial advisory… and now the tax team.”

This consolidated approach meant less stress and more direction. As Stephen put it: “It was really easy to work with the entire Empower Wealth team because all my info is in one spot. I know where we want to head, and we just get ahead and do the work we need to do.”

Their First Big Win.

Within a year, Stephen and his wife engaged in borderless investing and purchased an investment property in Victoria. They trusted Empower Wealth’s buyer’s agent to handle negotiations — a decision that paid off:

“They were looking for about $20,000 to $30,000 more than we were probably willing to pay… and we ended up saving $30k out of the process.”

That saving gave them confidence they were on the right path.

Looking Ahead

Now Stephen and his wife feel fully supported and excited about what’s next: “It’s got us on track to purchase our next property in 2030, and then we’ll be ready to go and set and forget.”

A hands-off investment strategy that will allow the young family to build generational wealth while enjoying life along the way.

Want to see how they got there? Watch the full story in our latest client video above!

 

Ready to see what’s possible for your future? Book your free, no-obligation consultation today:  https://empowerwealth.com.au/request-free-consultation/