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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

*This is a summary of the experience of an actual Invest WA client. Profits, returns and tax deductions will vary per client and investment strategy. The above is not an endorsement to commence a specific investment strategy. Before making any investment decisions, you should seek the assistance of a qualified financial adviser

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

General Advice Warning: The information provided on this website is general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd Advisor before you make any decisions regarding any products mentioned on this website. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS, Invest WA nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.


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