At 32, Erin was thriving in her career, earning a base salary of $190,000 plus bonuses. With $150,000 in savings and a top marginal tax rate, Erin sought our guidance to grow her wealth while maintaining accessibility to her funds, so she’d have the flexibility to travel.
Recognising Erin’s desire for access to her funds, Bloom crafted a dual strategy. A portion of her surplus income was directed to superannuation for long-term tax savings, while another portion was invested in a flexible, easy-access investment portfolio. Starting with a $50,000 initial investment and consistent monthly contributions, Erin’s portfolio is projected to grow to over $300,000 in ten years. This approach not only resulted in significant tax savings but also allowed her to enjoy life while building her future.
Erin now balances her financial goals and travel lifestyle seamlessly, thanks to Bloom’s strategic guidance.