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 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 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.

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