Chase Edwards Case Studies

Our clients stories; Where they were before and after their experience with Chase Edwards...

10+ Years Operating

10,000+ Served

$300M+ Invested

44 Staff, 2 Locations

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Their Story: Jim & Siobhan Mason.

Jim & Siobhan knew they had to do something about their finances, however, never really had time and had no idea where to start. After getting a call from the Chase Edwards team, they met with Sean - one of our financial planners. After some discussion it became clear that Superannuation was an area that Jim & Siobhan weren't making the most of. After explaining the benefits of a Self-managed super fund (SMSF), Jim & Siobhan made the decision to purchase an investment property through their SMSF - a decision that is forecasted to give them an extra $400,000 in their retirement!

Before Meeting With Us:

  • Didn't know where to start
  • Knew their super wasn't being utilised correctly
  • In a traditional super fund
  • No physical investments
  • No set retirement plan

After Meeting With Us:

  • Have started their investment journey
  • Setup super to work with their financial goals
  • Now in self-managed super
  • Purchased 'brick and morter' investment
  • An extra $400,000 for their retirement
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Craig & Susan Newport

Craig & Susan Newport were able to reduce their tax from $33,000 to $24,000 and reduce their mortgage from 13 years to 8.5 years. This gave them an extra $500,000 in retirement in 13 years time. Before meeting with Chase Edwards, they had never invested before and struggled with their finance when it came to structure and investing. Now they are setup with the right structures for their investments & mortgage, and are saving $9,000 on tax every single year!

Before Meeting With Us:

  • Paying $33,000 a year in tax
  • 13 Year Mortgage
  • Never invested before
  • Lacked financial knowledge
  • No retirement plan

After Meeting With Us:

  • Paying $24,000 a year in tax (Saving $9,000/year)
  • 8.5 Year Mortgage (Saving 4.5 Years off their term)
  • Invested in Property & Shares
  • Financially educated & setup with the right structures
  • An extra $500,000 for their retirement in 13 years time

Their Story: Nathan & Angela Brett

Nathan & Angela were able to reduce their combined income tax from $27,000 to $18,000 + reduce their mortgage from 13 years to 8 years. This gave them an extra $156,000 in retirement in 8 years time. In the past, they had invested before on their own, however, failed due to the lack of financial advice and understanding. With Chase Edwards support, they were able to secure a better financial future - all the while feeling supported, encouraged and confident in their decisions. 

Before Meeting With Us:

  • Paying $27,000 a year in tax
  • 13 Year Mortgage
  • Invested before and been burnt
  • Felt like they were doing it on their own
  • Worried about retirement

After Meeting With Us:

  • Paying $18,000 a year in tax (Saving $9,000/year)
  • 8 Year Mortgage (Saving 5 Years off their term)
  • Confidently invested, in line with their risk profiles
  • Had someone there to guide them
  • An extra $156,000 for their retirement in 8 years time
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Their Story: Rob & Natalie Lacey

Being a FIFO worker, Rob was very time poor. However, he and Natalie knew that they needed to do something about their finances. After meeting with their representative from Chase Edwards, Rob & Natalie saved $10,000 off their tax each year, plus a whopping 10 years off their mortgage term. With their future setup, Rob & Natalie can go back to focusing on their time together, having peace of mind that their future is taken care of.

Before Meeting With Us:

  • Time poor due to work, stressed about financial future.
  • $10,000 unnecessary tax paid per year.
  • 10 Years remaining on their mortgage.
  • Feeling like they worked hard, but never got ahead.

After Meeting With Us:

  • More time to spend with his family, and finances taken care of.
  • $10,000 tax back in their pockets.
  • Mortgage slashed by 10 years.
  • Working towards their financial goals, and on-track to retire earlier.

Their Story: John & Sandy

John & Sandys' main focus has been their family and helping others. They now realise they need to help themselves or they won’t be able to retire. Looking at a Self managed super fund, Steve and Jackie were able to increase their forecasted retirement fund by an extra $250,000 over the next 10 years.