Case Study

Henry Liu

  • 8 Figure Education School.

  • Multiple Commercial properties.

  • Growth Share portfolio within SMSF.

  • Multiple tax minimisation structure

  • Over $25M portfolio

  • Wealth creation and preservation

Deanne Witchard

  • 8School Teacher

  • Debt recycling strategy

  • On the way to 120K passive income pa

  • Pay as minimum tax as possible

  • Multiple Investment property within 3 years

Bernadette Rishworth

  • SMSF portfolio from 200K to over $1M

  • Multiple property with multiple tax minimisation structure

  • 3 holidays per year

  • On the way to 80K passive income pa

Roberto Uribe - Migration Agent

  • Increased his business profitability by 150%

  • Put a unit trust, bucket company and SMSF together to tax minimisation and protection

  • Started property development journey

  • On track to hit $12M portfolio when 50.

Tony Lee - Property Tax Specialist

For someone who already has a portfolio of $20m investment and property tax specialist.

The wealth education has completed shifted my mindset about money, debt and tax once again.

Now I have a more leveraged model towards my future passive income

John Barclay, Perth WA

I appreciated the team at Wise Wealth Partners. It has challenged me on my mindset and relationship with my money.

The portfolio construction framework and the growth allows me to see completely new opportunity about my financial freedom and the ability to generate passive income

I cannot recommend their services highly enough for anyone who want to start and grow their wealth with Wise Wealth Partners.

Brook Windred, Sydney NSW Australia

Simon was not only assisting my wealth but my side business, but the approach of changing who am I as a person has completed reset my agenda for my life. I have started building a portfolio. I getting more excited every day by working with the team, and moving my income and business every step towards my dreams.

James Mullan, Melbourne VIC Australia

After 6 weeks of coaching, I have to say that I had the biggest shift in my life; my worldview has changed completely on how I conduct myself which has reflected in my wealth and business success. He believed in me and trusted that I had unlimited potential to achieve anything that I want in my life, which I did. I have so much confident in being me and knowing that I am on the right journey towards my life, wealth and business success.

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