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Before connecting with Your Future Strategy, Tony and Laura were doing their best with what they had, but without a clear long-term plan, their financial decisions felt reactive. They wanted to reduce their home loan, invest for the future, and eventually achieve early financial freedom, but weren’t sure where to start.
Referred by a close friend who’d had great success working with our team, Tony saw firsthand the value of long-term strategy and support. That’s when things changed. With expert guidance across lending, tax, and financial planning, Tony and Laura purchased and renovated their family home, began development on two investment properties in Perth, and gained confidence in their overall strategy.
We also gave niche advice like navigating performance rights to help solidify some other important elements to their strategy.
Now, with a practical plan in place and a team that understands their goals, Tony and Laura feel more in control of their future than ever before and are actively creating new goals with us as they progress through their plan.
01 Financial Planning
02 SMSF & Super
03 Property
“One of the things I am most proud of is the positive impact we have been able to have on the financial security and freedom of so many people; many of whom we have helped get into such a strong financial position that they could leave the workforce in their 40s and 50s if they wanted to.”
Gareth Croy is the owner, founder & Managing Director of Your Future Strategy. We spent ten minutes with him to find out a bit more about how he started his career and where the YFS idea was born. Read the full conversation here.
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“After more than a decade in financial services, I still enjoy the buzz of being a part of a team that helps clients achieve their financial goals. Finding the right loan for each client can make the world of difference to their overall financial position.
My number one financial tip for clients is to never lose sight of your big picture goals, and remember to consider how every decision is helping you get a step closer to achieving them.”
Trent is our Director of Property Strategy and has been with Your Future Strategy since the beginning. Skilled in market analysis and investment strategies with a keen eye for emerging trends, Trent excels in identifying outstanding opportunities that help our clients achieve their financial goals.
