Kevin wanted to learn how to invest his retirement nest egg himself. He was unhappy with the bigger funds treating him just as a number and providing him with returns that he wasn’t happy with.
Over a number of weeks Kevin worked with Jeff our senior trainer to learn the ins and outs of Aussie and international share trading. Focusing on the fundamentals and basics until Kevin was comfortable making his own trades.
Today Kevin is still working with Jeff. Learning and implementing more advanced trading techniques and smashing all of his investment goals. In 2024 Kevin made returns on his superannuation of 37%.
Husband and Wife team Fernando and Diana came to us with one goal in mind. To learn the ins and outs of property investment.
The great thing about a SMSF is the flexibility it gives you in terms of what you can invest in. Property is a big one for our clients.
Fernando and Diana received guidance on how to spot undervalued homes in the market, how to obtain a home loan for your SMSF, how to negotiate the best deal and how to find the right tenant for your new investment property.
Fernando and Diana are currently renovating the property they purchased and are in the market for their next one.
Catriona and Phil are a married couple with two children. When they signed up with us they decided to do things a bit differently.
They decided to work as a team to learn as much about investing as they could, to cover as much ground as they could in the shortest amount of time.
Phil decided to primarily focus on share trading while Catriona decided to learn about property investment. In the months since joining us Phil has become an accomplished trader in his own right. He still has his weekly training call with his trainer to talk strategy and new developments.
Catriona loved the process of learning the ins and outs of property investment. They have purchased their first investment property and have a goal to own at least one investment property in each state of Australia before they retire.
