Margaret’s story

‘I now have the investment property I have always wanted. Chris has been great to deal with.  He made it all happen.

I have been a client of Wealth Partners for I’d say around 15 or 16 years and have recently been dealing with Guy Buchanan.

Sadly my mother passed away earlier this year and I will have a small amount of money coming to me in the next few months.  It’s not a great deal of money, certainly not enough to pay off my mortgage or retire.  However it did get me thinking, should I consider doing something with it, or should I put it off my mortgage.

I have always been interested in property as an investment option, but I really never thought I would be in a position to look at buying one as financially I look pretty bad on paper!

A colleague of mine who invests in regional properties and has quite a portfolio himself mentioned he had recently been offered a potential property – however he wasn’t interested as he nearing his retirement.

I chatted to Guy about this opportunity and he referred me through to Chris Lau who works in the debt and lending area of Wealth Partners.

Chris has been great to deal with.  He made it all happen. He took care of the whole property buying process and made it all really easy.

I am very happy to say that I now have the investment property I have always wanted.

I am really interested to put together a solid financial plan and see where it may lead. I don’t have a great deal of money to play with, but would love to see what else may be possible!’

Margaret – October 2014

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