Whilst this is an actual example, all personal details have been changed, for confidentiality purposes.
Client Success Stories
Our client success comes in all shapes and sizes. Discover how we’ve helped businesses, families and individuals around Australia reach their financial goals, and how we can help you.
The following case study relates to a real life example of how we helped Keith and Bernadette, achieve the following results in 10 years
In tax savings
Increase their property portfolio by 3 times
Increase in net wealth over original investment holdings
Keith and Bernadette were referred to us by their financial adviser approximately 10 years ago. They were experienced investors who owned a significant share portfolio and two investment properties that they were paying off.
They wanted to expand their property portfolio but had limited surplus cash flow to do it. They asked us to review the RNO Finance of their financial arrangements, and advise them whether they had the capacity to increase their property holdings.