John & Susan

John and Susan initially sought our help as they were looking to build wealth and a passive income stream for their retirement and provide some financial assistance for their children.

As part of the initial strategy, it was identified that it was better for them to continue to rent where they wanted to live and invest in high growth areas that had the potential to generate better long-term capital growth.

With our guidance, they have purchased a number of properties in various high growth areas both in Sydney and Melbourne. Part of the strategy devised will see them continue to accumulate properties over the coming years, which will subsequently be sold off at key points to help fund their retirement and to buy into a retirement living complex.

With our assistance, John and Susan have achieved their goals and set themselves up for a comfortable retirement. The growth and passive income generated have enabled them to purchase multiple properties which complement their superannuation funds and generate on-going wealth for their family and overall retirement strategy.

“Without the team at Townsend Wealth, we wouldn’t be where we are today. Susan would still be sitting on a bank account as her sole asset, and I would be lost trying to buy that first property. They have not only educated us on the ins and outs of property investing, negative gearing etc, but their patience and resilience are a testament to the high level of service they deliver. We now have four investment properties, one of which sits in a Self Managed Super Fund, which they also advised us on. They have been extremely helpful in getting us financially organised and ready (almost) for retirement.”