The Up and Comers

Every individual, couple and family is different. And each financial situation is unique.

But, through years of experience, we can see patterns and similarities.
We’d like to introduce you to some of our distinctive clients and the sorts of financial issues they face …

The Up and Comers

Meet Steve and Jane*
Steve and Jane are a couple with no kids and no immediate plans to have any. They’ve just bought their first home, a fixer-upper they are slowly renovating with help from family and mates. As professionals, they earn good money and are independent thinkers (who still get a bit of help from Dad) and aim to pay off their mortgage within 10 or 15 years. Steve and Jane aren’t really interested in an investment just now as they settle into their home and new financial obligations.

*This story does not feature real people

Service we provided

Steve and Jane were introduced to a qualified mortgage broker who helped refinance their mortgage structure, allowing them to save more money to invest and work towards increasing their wealth for the future.

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