38b Bussell Hwy
PO Box 5287
Busselton West WA 6280
finance@breakoutfinance.com
business profile MAP the results testimonials contact  

' John & Sue' before

John and Sue were your typical hard-working Aussie family. They were working hard to earn as much as they
could, spending as carefully as they could, providing for their family of two children and working to build a
secure future. Like most of us they were carefully, responsible and doing as much as possible to provide security
and quality of life.

  Previous Situation  
  Age: both 40
  Dependents: 2 children: Tom 4 & Jane 2
  Income: John: $53 200 Sue: $23 000
  Assets: Home $260,000 (+ equip motor vehicles etc)
  Liabilities: $175,000 (25 year home loan plus personal loans and credit cards)
  Superannuation: Approximately $40,000
 

The objective:
Build enough assets to provide an income of approximately $43,000 per year to support their retirement, provide a quality
education for the children and enjoy a few “luxuries” in life along the way.

 

The Previous “Plan”:
As is – use superannuation and maybe downsize the house.

   
  Sue recalls ...

"Our Master Achiever Report was simply amazing! For the first time in our life we could see clearly where we were
financially, where we needed to go and what we needed to do to achieve that."
retirement planning buying a house reduce credit card debt increase savings investment ideas reduce mortgage master achiever program financial freedom debt reduction secure