Case Study

Couple in their 30’s with young children

Brad and Angelina were in their mid-thirties when they contacted Assure Wealth. Brad was earning $195,000 and Angelina was a stay at home mum with a 2-year-old and a 6-year-old. The 6-year-old had just started school at the local public school for her primary education. Brad and Angelina were considering private schooling for both of their children’s secondary education. Brad and Angelina wanted to save $15,000 per year for each child for every year of high school. They also had a $750,000 mortgage and a $40,000 personal debt for a car. Their home was worth $1,300,000 and they didn’t know what interest rate they were paying on their mortgage. [Read more…] about Case Study 2

Purchasing an investment property through a self-managed superannuation fund (SMSF)

At Assure Wealth, many people seek our advice on how to invest their superannuation. We have the expertise and experience when it comes to developing a tailored investment strategy that is appropriate to each individual’s specific situation. An investment property is a significant investment, one that provides long-term growth potential with a predictable income stream – both are important features when selecting an investment for superannuation. This case study explores how you could invest in investment property using a SMSF.

[Read more…] about Case Study 1