Client story with Clare: How to confidently build assets outside my business after being burnt?
Clare runs the biggest tailoring and alterations business in Brisbane
Business was good, but like many business owners the wealth creation strategy outside the business was lacking
Clare and hubby Chris knew they needed to invest, but had previously bought two dud properties and didn’t want another mistake
They were also worried about not being able to achieve their bigger financial goals, driving guilty spending behaviour
Frustrations when we first spoke
Clare and her husband bought two properties. At the time it felt like a good idea, but because of their lack of experience, wrong timing and poor advice both properties turned out to be poor investments.
Before Pivot, they were just trying to pay off their mortgage and had no plan on how they were going to afford private school
All they could see was their debt. Felt that they were trapped by their debt and had to wait to save for their future lifestyle
What were the tangible results?
Walked out after the process with a clear plan and what to do next
Able to fill in the gaps of knowledge, Clare focused on her historical finances and Pivot was able to show projections and future state
Clare and husband made emotional decisions historically and needed someone to be objective to guide them
Want to chat about how this can work for you?
If this story resonates and you want to chat about how to get these sorts of results, you can book an intro call here.