Michael & Sally – First Time Investors

First Time Investors

Michael & Sally

First Time Investors

A couple in their late 50′s are concerned that, as they near retirement, their superannuation may not be sufficient to enable them to maintain their lifestyle without selling their house (which only has a small amount left outstanding on the mortgage) and living in an unfamiliar suburb.

Their combined income means that they can afford a small increase in their monthly expenses without significant lifestyle changes – where possible, any additional cash generated has been used to pay down their mortgage or has been deposited into a  low interest cash account.

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