Savings Plans & Wealth Accumulation

When clients have identified their monthly surplus cashflow, Lyn Eddy Financial is able to demonstrate how they can begin a regular investment strategy.  This can be done with as little as $2,000 initially and then $100 per month on a regular basis.

 

It’s not the actual amount that is crucial.  The success of this strategy is actually starting it and continuing on with the commitment.    

Lyn Eddy’s most successful client began her regular investment at the age of 18 with the main objective of buying her own home.  After implementing the strategy developed and monitored by Lyn, at the age of 29 she was able to purchase her home needing only to borrow a modest amount.

 

The client did not have any secret strategies or a magic silver bullet; she simply began the strategy and adhered to it over the years; increasing her regular investment and level of commitment as her wages and the investment value increased over time.  Lyn still says she is her most successful client; not because she has the highest account balance, but because she follows her plan and remains so committed and focussed on her financial and lifestyle goals.

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I first met Lyn Eddy in 1998 when I was 18 & working casually.  I started my investment with $2000, adding to this monthly, & at age 29 bought my house, having only half the cost to borrow.  I continued to invest & reduce my home loan & will own my home by age 40.  Thanks to Lyn, I have achieved my main goal & am now focussed on my next goal of retiring early, by retaining Lyn’s services to continue to invest.

 

Julie – Toowoomba.

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We can help you with a range of financial services.

About Us

 

Lyn Eddy runs her own financial advice business, after working at the highest level in three financial planning businesses over the past 20 years.

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PO Box 644 Hamilton Central QLD 4007

 

Call us today:

(07) 3868 3287

OR

0412 710 119

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General Advice Warning

 

The information/advice provided in this website is general advice only. It has been prepared without taking into account any person's individual objectives, financial situation or needs.

 

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Alexmar Pty Ltd ABN 34 131021808 trading as Lyn Eddy Financial is an authorised representative of AIW Dealer Services Pty Ltd (AFSL 414256).

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Call us today: (07) 3868 3287 or 0412 710 119