David & Linda
Mid 50's, teacher and public servant. Grown up children and looking to retire in 5 - 10 years
Pre Noah:
- Paying normal taxes
- Paying off their home
- Maximising retirement assets
- Wondering if they were on track to retire
Noah strategies included:
- Home loan & cashflow restructure
- Superannuation portfolio review
- Salary sacrificing
- Superannuation funds converted to tax free income streams
Today:
- Additional $39,000 annually into super
- Saving $28,000 in tax annually
- Additional $479,000 in assets at retirement
- Retirement income of $130,000 annually