“HIS KNOWLEDGE OF THE AREA WAS EXEMPLARY AND LEFT US ONLY ASKING ONE QUESTION…..’WHY HAD WE NOT TAKEN THE INVESTMENT PLUNGE SOONER!?!’”
Each year, for several years, upon submission of annual tax return, my husband and I would find ourselves deep in conversation with our accountant about ways we could minimise our tax bill whilst maximising the equity we had in our own home.
Property investment had long been on our radar although we both felt we lacked the confidence as well as the know how to navigate this strange new world. We’d built up a good relationship with our accountant who recommended we speak to one of his colleagues, Glen Wambeek. Initially, there was lots of in principal interest. We’d find ourselves discussing ‘what ifs’ and ‘one day’….but before we knew it, another year had passed and we’d done nothing. In 2015 we left our accountant’s office, promising not to return in 2016 without having spoken to Glen. Of course we did, but it wasn’t long before we took the plunge and soon found ourselves awaiting our first meeting with Glen.
We both spent the day psyching ourselves up for what we both thought would be the ‘big sell’. Rather, what we experienced was a casual meeting where we discussed some of our financial goals and identified an amount that we both felt we could comfortably contribute each month. Glen took us a through a few options but was keen to give us the space and time to determine if his proposal was something we wanted to pursue… Read more
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