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Case Study 1

Wealth Creation

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:

  • Restructuring banking facilities
  • Introduction of a geared investment strategy
  • Impact of additional superannuation contributions
  • Purchase of an investment property.

Client Demographics

Detailed description of each of the wealth creation scenarios.

plumb client demographics

Scenario Comparisons

Detailed Prospera report comparing each of the wealth creation scenarios.

prospera comparison report plumb

Implemented Strategy

Prospera report detailing the chosen financial strategy and analysis of benefits against their current financial plan.

prospera report implemented strategy

Tracking Report

Prospera Track to Plan report showing actual progress against the chosen plan.

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