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CASE STUDY #17

We Guided Their Debt-Free Path to Retirement

Meet Lucas & Steph: a late-50s couple preparing for the next chapter. When they came to us, Lucas was a high-income IT professional and Steph a university lecturer planning to stop work early due to health challenges. They had equity in their home but carried a large mortgage—and weren’t sure how to best downsize and set the stage for a strong retirement.

What We Discovered

Here’s the opportunities we uncovered in our initial review:
  • Big mortgage hurt their ability to save for retirement
  • Most of their money was disappearing without a plan
  • Most of their money was disappearing without a plan

The Strong Financial Plan We Put in Place

We partnered with Lucas & Steph to help them get debt-free, build their retirement savings, and transition into their next phase with complete clarity and confidence.

Here are a few of the key steps we helped them take:
  • Eliminated their mortgage by helping them pinpoint how to downsize strategically—freeing up income and reducing financial pressure
  • Supercharged their retirement savings by redirecting cash flow, maximising superannuation, and creating long-term growth plans
  • Supercharged their retirement savings by redirecting cash flow, maximising superannuation, and creating long-term growth plans

Lucas & Steph - NSW

She alleviated our angst! Henriëtte was very knowledgeable about the choices we could make, and we are very happy with the expert service she’s provided us with over the years.

— Read all Testimonials

Meet Henriëtte

Your financial partner for life

Disclaimer
This client success story is for illustrative purposes only and is based on specific assumptions. Outcomes will vary depending on individual circumstances and assumptions used.
We Guided Their Debt-Free Path to Retirement
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We Helped Her Rebuild Her Financial Life
We Helped Her Rebuild Her Financial Life
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