Case Studies

The goal of our clients in entering our accelerated wealth creation program is:

  1. Eradicate the home mortgage.
  2. No increase to monthly repayments.
  3. Generate an investment portfolio with tax deductible debt which results in a huge leap in accumulated wealth.

We have detailed some actual case files of existing clients to show how the program has actually worked.

Case 1

In September 2002 client (TR&JK) commenced our program with a mortgage of $83,261.

In December 2003 they spent $20,000 upgrading their motor vehicle.

In March 2005 they spent $30,000 on a new kitchen and other house renovations.

In March 2007 their mortgage has been reduced to $81,725. Including the additional draw downs that is a reduction of $51,536.This debt will be paid in full in 3.2 years.

They also have an investment portfolio of $352,882 with interest on the debt of $344,932. being fully tax deductible.

In 2010 they will have no home mortgage and have an investment portfolio which will be earning money for them to dramatically increase their net worth.

Case 2

In December 2001 client (M&JB) commenced our program with a mortgage of $75,000 and two investment properties.

In March 2007 they have no mortgage, two investment properties and an investment portfolio of $807,000.with interest on the debt of $644,000 being fully tax deductible.

Case 3

In November 2002 client (R&LM) commenced our program with a mortgage of $120,000. and an investment property.

In March 2007 they have no mortgage and an investment portfolio of $628.056 with interest on the debt of $579,373 being fully tax deductible.