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.