Dawson Family - Brisbane
The Dawson Family conquered high taxes, financial uncertainty, and underutilized assets, and after working with us, they optimized their finances, diversified investments, and secured their family's future. Now on track for early retirement, they've paid off their home and built a property portfolio. The Dawson Family's story proves that with the right plan, financial freedom is achievable.
Dawson Family - Brisbane
The Dawson Family conquered high taxes, financial uncertainty, and underutilized assets, and after working with us, they optimized their finances, diversified investments, and secured their family's future. Now on track for early retirement, they've paid off their home and built a property portfolio. The Dawson Family's story proves that with the right plan, financial freedom is achievable.
THEIR CHALLENGES
High income tax
No clarity on long term goals
Gaps in insurance cover
Super not being used to its full potential
No investment assets in place
Low return on investment of available cash
Not using leverage to accelerate their wealth growth
No education around the potential benefits of leverage
OVERVIEW
Situation
Kirk
Marie
Age
41
41
Salary
$199k
$73k
House (PPR)
$750k
$750k
Existing Investments
$0
Super
$343k
$57k
Children
2
Insurance
Insurance
Life Insurance & TPD w/i super
Field/Occupation
Self-Employed
Management
Debt/Liabilities
$270k Mortgage
Savings Per Year
$50k
$50k
Cash Savings
$214k
GOALS
Pay down mortgage asap
Retire in 50s in good position
Generate passive income
More time with family & protect them
Build a property portfolio
Holidays and work-life balance
Pay down mortgage asap
Retire in 50s in good position
Generate passive income
More time with family & protect them
Build a property portfolio
Holidays and work-life balance
OPPORTUNITIES AVAILABLE
High household salary
Sound financial position
Good savings & Surplus cash flow
Good super balances
Low debt & high borrowing capacity
Focus on work life balance
OPPORTUNITIES AVAILABLE
SOLUTIONS
SOLUTIONS
Cashflow Management Strategy
Structuring & Distributing
Strategies to reduce tax
Pay down PPR and use that borrowing capacity
Use Borrowing Capacity & take advantage of good debt
Invest in diversified portfolio for long term growth
Review super strategies to build ahead of retirement
OUTCOMES
OUTCOMES
On track to retire early
One less working day per week to spend with Family
PPR paid off
Building a property portfolio
Peace of mind from knowing there is a family protection plan in place
Let's work together
If you'd like to talk about how you can improve your current financial situation,
feel free to book in time to fast-track the process.
Let's work together
If you'd like to talk about how you can improve your current financial situation, feel free to book in time to fast-track the process.
Contact Us
68 Highland Terrace, St Lucia, QLD 4067
P: 1300 641 006
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Legacy Financial Planning Pty Ltd as Trustee for Pembrokeshire Trust | ABN 91 167 254 202 | AFSL 519446
Located at PO Box 8261, Subiaco East 6008, contact number: 08 6226 9609, email: [email protected], website: www.legacy.net.au.