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(02) 8814 5275

Dual Income/Older Family

Client Profile:

  • Relationship with Mirren: 7 years
  • Investment Properties Owned: 4
  • Family Situation: Two children at university


Key Achievements:

Paid off a $700,000 home loan in just four years with Rene’s guidance.
Maintained financial stability through a challenging period following the Global Financial Crisis (GFC).

Their Journey:

This young family’s story is one of resilience and strategic planning. When the GFC hit, the husband faced two years of unemployment. Despite this, the family’s financial buffers and redraw accounts ensured they could maintain their lifestyle.

Even on a single income, they continued to:

  • Take family holidays
  • Purchase a new car for the wife
  • Send their children to private school

 

Remarkably, not a single property was sold during this time of financial stress, demonstrating the strength of their investment strategy and the importance of well-structured finances.

Looking Ahead:

With two investment properties set to be paid off in just two years, this family’s journey with Mirren highlights how a well-planned strategy can secure financial freedom, even in uncertain times.

Let's Talk
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11 Carisbrook Street
North Kellyville NSW 2155

Phone No.: (02) 8814 5275

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