Early 30’s, professional couple with a small child who live in a two bedroom townhouse with a large mortgage. Nicole has just started back at work and works 3 half days a week. They would like a bigger house.
Pre TGS Wealth
Large mortgage
Spending all they earn
TGS Wealth Strategies
Mortgage check to review most competitive lending arrangement
Mortgage reduction strategy
Cashflow management and savings plan to secure deposit for new house
Estate planning and asset protection
Line of credit drawn down to invest in sharemarket
