When the call came from Members Alliance offering John and Ann an opportunity to explore some options that could help them reduce their debts and plan better for retirement, they felt they had nothing to lose and everything to gain by speaking to the Members Alliance In Home Consultant.
During the in home meeting with the Members Alliance In Home Consultant, it became evident that John and Ann had some clear goals to achieve in their retirement, which was still far enough away to plan for, but close enough for them to worry. Both of them agreed that they needed to act sooner rather than later, to ensure their goals were achieved; they also realised that they did not have any real plans in place. They both agreed that it would be very beneficial for them to attend the office meeting, to explore the possibilities.
John and Ann attended the Members Alliance meeting with an open mind and a realisation that they had to improve their financial situation. They told the Members Alliance In Office Consultant they had been considering this for quite some time and frankly – by their own admission – did not know how to fix it or who to ask for help.
During the in office meeting with the Members Alliance In Office Consultant, John and Ann discussed their financial frustration and their plans to enjoy financial security and a comfortable retirement. Unfortunately their plans really only involved paying off their mortgage as quickly as possible. During the same meeting, it was obvious that both of them realised that they were being offered a lifeline.
As a result of John and Ann embracing the Members Alliance program in full, the term of their current mortgage will be reduced from 27 years down to 5 years, saving them over $300,000 dollars in mortgage payments. These savings have been achieved by restructuring their mortgage into a flexible loan facility so as to free up some of their income to be used in the debt reduction strategy. Members Alliance also provided assistance to them to release some available equity from their home, to use for strategic investments to bolster their income and provide for the much needed tax benefits.
As a result, John and Ann will enjoy tax savings in excess of $200,000 resulting from them undertaking the Members Alliance program.
It was very crucial for them that not only was their future taken care of, but the future of their children. They will now be able to provide some financial support to their children when they will need it most.
John & Ann are now very confident that their future has been secured and very happy knowing Members Alliance will be with them all the way. They have told their friends and family about the benefits of the Members Alliance program and have already begun to refer our services.
Members Alliance Australia, is an leading finance specialist firm, giving clients with a number of financial services. They specialise in debt conversion and debt reduction strategies, wealth creation, cash flow restructuring methods, financial planning, and many other services designed to further enhance the financial capability of its clients.
If you would like to consult Members Alliance about your finances, you may give them a call at 1300 365 731 or you may visit their website at http://www.membersalliance.com.au/about-us.