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.
"With the services of the team at Invest WA, I have been able to acquire several investment properties as well as placing money into managed funds for further financial growth. With the knowledge and advice that was given to me by the advisors at Invest WA I have also been able to set myself up financially and leave the FIFO industry. I always recommend Invest WA to work colleagues and friends to take the step and have an appointment with Invest WA because the opportunities that I have experienced since working with Invest WA are too good to miss."
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 Corporate AR 456 367 Phillip Stevens AR 309484 of Prestige Wealth Advisers AFSL 480007 Corporate Representative 396051 & Sub Authorised Representative 501023 Of Australian Credit License 389 087 AFG.