Glen and Pauline Moxham
Created $806,000 in Capital Growth and $162,760 in cashFLow in just 3 years.
“I’ve been a property investor for many years but between work and everyday life, I’ve never had the time to really understand how to build my property portfolio. One day a work colleague put me onto Anthony Peluso at Wealth For Life and since then they have helped me build my portfolio from 3 investment properties to 10. They put together a goal orientated financial plan to map out where I am and how I get to where I wanted to be. Anthony and his team take the stress out of investing and building property, as they manage everything from the finances, to construction and even finding the right tenants. After investing with Wealth for Life Institute, I now have the freedom to live my life, knowing my family’s financial future is secure. For this, I can’t thank Anthony and his team enough.”
Glen and Pauline Moxham
Investors and Clients
Both Glen and his wife Pauline live in Croydon, in the eastern suburbs of Melbourne. Glen works as a building supervisor and Pauline is on a disability pension. When Glen first contacted Wealth For Life in August 2014, Glen was earning an income of over $100,000 but like most Australians, he was not getting his money to work for him.
Wealth For Life sat down with Glen and Pauline and after getting a list of all their current assets and liabilities, and determining their financial goals, we developed a tailor made financial plan and revenue model that would take into account the next 15 years of their lives.
Here we are now in 2020. We implemented the plan and Glen and Pauline own 10 investment properties which grown risen in value at a rate in excess of our conservative prediction.
We are now at the stage of the debt reduction strategy. With tax structuring and carefully selected asset disposal they will be debt free and receiving a passive income of at least $200,000 per year (in today’s dollars) by the time they reach 63-65 years of age.