Jennifer & Andrew’s Case study

Showing How Self-Managed Super Funds Should Be Done

Jennifer & Andrew’s financials before they met NIA:

Jennifer and Andrew were 45 years of age and married with two children under 10. As a Financial Controller and IT Project Manager their combined household income was $250,000. They had zero investments and were paying over $50,000 a year in tax. They were unhappy with the investment returns from their Super and any progress in life was being hindered by a $300k mortgage.

The couple’s dream was to retire early without one single money worry, and they realised that to get there they would need some expert strategic advice.

A friend-of-a-friend referred them to NIA.

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results achieved with nia

How NIA Helped Make Things Much Better

Using NIA’s powerful financial strategies in property, finance, cash flow and wealth building, Jennifer and Andrew now have things completely under control and are comfortably looking forward to their dream early retirement. Just look at where they got to in only 4 years with NIA:

They now have 5 investment properties

Significantly increased returns to their Self-Managed Super

They successfully manufactured an equity uplift on a duplex of over $200k

They have reduced their tax bill by 50%

They are on track to pay off their mortgage 14 years sooner

Jennifer & Andrew’s Portfolio After Just 4 Years with NIA