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


*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 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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