- Your current financial strategy
- How to create passive income
- Minimise tax
- Prepare for retirement.
Pre-Retiree Case Study
Tony & Emma’s goal – Retire in 6 years with $120k income per year Assets: Family home, SMSF & Commsec share portfolio Employer: CEO Medical Industry & Office Admin Household Income: $400k plus bonus Family: Married with 4 kids Current Situation Have minimal debt on family home Need to review the performance of 3 […]