Shaun used to make some big investments in property but could not sleep at night, as his expenses were much higher than his income and their buffers were spent.
He considers himself to be on a high salary, but still could not meet his expenses and the portfolio was bleeding them dry, causing stress and costing them $40,000 plus per year to hold.
Where They're At Before
Honestly, things felt hopeless, and we already had other so-called experts tell us they couldn’t help, but just to keep trying to save. Things had to change!
The Start of Something New
Once we found Todd Polke a new financial journey began. As a result of Todd’s strategies, we were able to save an extra $30,000 a year within the first 3 months of starting.
It was intimidating and a bit daunting when Todd assessed their situation and they had to truly come to terms with what was going on, but Todd immediately went to work helping them to restructure, re-organise and fine tune their situation, a very holistic approach to wealth building.