How is it that the same client, with the same assets can have such vastly different outcomes!?
In one scenario, the client's money runs out at age 82 (below life expectancy!) whereas in the other scenario their assets remain consistent above $3m even in retirement when they are drawing on investment returns to satisfy their retirement expenditure.
This is a fantastic example of how making the right decisions can completely change the trajectory of a client's wealth journey. It's about building your assets to a point where you are on the right side of compounding returns!
To find out HOW download our free sample financial plan at: https://www.sourcewealth.com.au/freefinancialplan
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