New Strategies Changed Their Financial Position

They are your typical married couple with kids, they work full time and are busy juggling work, home life, aging parents, and running the kids around.

Meet Tania & Darron – Professional Couple

They are your typical married couple with kids, they work full time and are busy juggling work, home life, ageing parents, and running the kids around.

I first met them 10 years ago when they realised they had good incomes but didn’t feel they were getting ahead.

Fast-forward 10 years, they have purchased a new home in their ideal suburb and completed major renovations: They have an investment strategy helping to reduce their mortgage, are on track to retire comfortably, they have implemented plans to reduce risk in case of an unforeseen event. Their plans have been tweaked to incorporate changes along the way, and recently included a plan to help them manage their day-to-day expenses allot more effectively.

Tania and Darron state that, Christine is very intuitive, she understands our needs and generally knows what we need to tweak before we do, she provides adequate flexibility and resources to manage and achieve our goals without micromanaging us, but also hits us between the eyes when needed.

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