Greg, 54, wants to get ahead. He is a factory worker with sore shoulders from an injury he sustained in his 20’s. He is worried that he won’t be able to work until the retirement age of 67 as he is already struggling with chronic pain. He has one investment property, a holiday home by the coast that he bought years ago, and has a mortgage free home in a reasonably good area. He wants some guidance on how to increase his portfolio in such a way that should he need to retire early, there will be a small steady income from his rental properties.
The SolutionGreg came to Nieuvision unsure of how we could help him. We prepared a comprehensive investment plan, illustrating the ways in which Greg could improve his position. He was so impressed by this that he decided to invest immediately, purchasing a new investment property and investing a block of his savings into a self-managed super fund. He is thrilled with this result and plans to invest again later in the year. He is well on his way to retiring early. This is Greg’s story – what’s yours? Nieuvision – creating a wealthier you!