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Clients We Have Helped

Meet Mike

Meet Mike

Mike was introduced to Phil Stevens, and over the past 6 years Phil and Mike have worked together building his wealth and financially mentoring him so that he was able to one day have financial freedom.

Over that period of time Mike has been able to purchase 3 investment properties, reduced his tax sustainably, start a regular savings plan and consolidated his Superannuation to one fund.

In the last few years he has sold two of those investment properties for a substantial profit and he has used the funds gained from the two properties to buy some shares and put a large deposit on his dream home.

Mike is constantly looking for new challenges and adventures. His most recent goal is to travel around the world for 6 months.

With the help of Phil, Mike is now in a very stable position financially and has been able to further build on his wealth simply through investments and savings plans.

Mike

Mike Testimonial


We helped Mike, we can help you too

Many of our clients are well on the way to Financial Freedom and are making a plan to end their time of 2-on-1-off.


Invest WA is a Corporate Authorised Representatives (456367) of Professional Investment Services Pty Ltd AFSL 234951

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