Married couple Peter and Patty Plumb have one child and plan to have another two. They own a home valued at $600,000 with a $370,000 mortgage, $50,000 in combined superannuation and a $15,000 car loan. Lifestyle spending is around $60,000 per annum and they desire retirement lifestyle spending of $75,000 per annum.
Their financial advisor examined long-term wealth generating opportunities involving:
Detailed description of each of the wealth creation scenarios.
Detailed Prospera report comparing each of the wealth creation scenarios.
Prospera report detailing the chosen financial strategy and analysis of benefits against their current financial plan.
Prospera Track to Plan report showing actual progress against the chosen plan.