Sunil and Preethi, an ambitious couple both in the banking industry, accompanied by their 16 year old son.
Meet Sunil and Preethi, a dedicated banking couple with a teenage son. Wealth Street’s expert guidance helped them fulfill their dreams of reducing debt and securing a worry-free retirement.
Sunil and Preethi restructured their home and investment loans, putting them on track to pay down their home loan in 9 years – relieving the burden of debt and freeing up their finances.
Wealth Street’s expertise minimised Sunil and Preethi’s tax bill. Smart tax planning, including deductions and depreciation allowances from their investment properties, resulted in substantial savings of over $43k.
By optimising Sunil and Preethi’s investment portfolio and replacing properties impacting cash flow, they were able to achieve an impressive projected retirement income of $177k by age 60, starting from $33k. All while maintaining a solid $100k emergency fund.
Sunil and Preethi are able to reduce their home loan debt, paving the path for a worry-free retirement filled with financial security and peace of mind.
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Reduced home loan debt and plan for retirement
By optimising their investment portfolio for better returns and replacing properties impacting cashflow, Sunil and Preethi are able to reduce their home loan debt and plan for retirement with financial peace of mind.
"Wealth Street transformed our financial future. With their expertise, we achieved remarkable retirement income growth and reduced our debt burden. Highly recommended"Sunil & Preethi
↓ $43.8k in taxes saved
Through portfolio optimisation and loan restructures, Wealth Street minimised their tax liability from $150k to $43.8k
↓ Reduced loan term to 9 years
Generated a surplus cashflow of $4k/month to accelerate their home loan repayments, aiming to pay off loans in 9 years.
Optimised investment portfolio
Investment strategy recommendation to optimise investment portfolio by selling properties affecting cashflow and maximising returns with higher growth properties.
Secured financial future by the age of 60
Increase retirement income from $33k to an impressive $177k by age 60
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