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Case Studies

Reading about financial planning techniques and strategies is great and can provide you with some great insight as to what is available and how these methods work. However, to see it in action helps you to understand the advantages and effects these strategies can have in real life. Please click on the links below to see what significant impact, if done well, these techniques can have.
clik here Power Strategy #1 – The massive effect of return and fees in the long run
click here Power Strategy #2 – The power of gearing in the long run
click here Power Strategy #3 – The benefits of Salary Sacrifice
click here Power Strategy #4 – Self Managed Super Fund advantage
click here Power Strategy #5 – The Transition to Retirement opportunity
click here Power Strategy #6 – Are you paying unnecessary interest
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Are you paying unnecessary interest
 

Robert and Mary have have found their perfect first home and need to borrow $350,000 to be able to secure it. They have shopped around and being ineligible for any concessions with the banks, they were only able to source a rate of 9.14%. Under this rate and a term of 25 years, the total interest payable on this loan of the term is $541,247.

They spoke with TGS Partners to find out what discount they could receive. Through the TGS Loan Broking service, Robert and Mary were able to find

the same style of loan with all the features such as Redraw, Online banking and an attached credit card for 0.70% cheaper at 8.44%

This discount meant their monthly payments were $167 less a month and over the term of the loan they now only pay $491,247 in interest saving them around $50,000!

click here Back to: Financial Planning /Power Strategy #6 – Mortgage Check
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