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Clients We Have Helped

Meet Terry and Allison

Meet Terry and Allison

Terry and Allison first came to Invest WA at the end of 2015 looking for some advice on retirement planning for their future.

Both aged in their 50’s Terry and Allison knew it was the right time to start looking into it, they just weren’t sure where to start.

Invest WA were able to give them a clear vision of what they needed to achieve retirement over the next 5 years and what their retirement would look like.

They have 2 investment properties, a good Superannuation balance and a mortgage they would like to pay off as soon as possible.

We provided advice on when to best sell their properties, how much they need to put in their Super and calculated what was needed to have the loan paid off before they both retired.

Terry and Allison

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

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We helped Terry and Allison, we can help you too

Many of our clients are well on the way to financial freedom with reduced tax. It's never too late to start planning for a better future.


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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