Taylor Works

Taylor Works

BACKGROUND

Lisa and Nick, a young couple who are recently married were looking to grow and protect their assets as well as a way to pay for their big-wedding without eating into their savings or current investments. Nick owns a business and Lisa is an exec at Telstra.

THE CHALLENGE

Lisa and Nick were interested in investments outside of their property and share portfolio and sought advice from us on how to diversify and enhance their current portfolio.

THE SOLUTION

We found a solution which allowed us to invest in assets which were liquid enough, as well as offering an engaging return, allowing the couple to both grow their assets as well as access funds when required.