Steve has been a valued client of Irwin & Associates for many years. Alongside his wife Rowena, the couple had done a fantastic job laying strong financial foundations, owning their home outright and building healthy savings. Despite this, they hadn’t yet explored how to grow their wealth further through investing.
While their discipline and savings habits had set them up well, a large portion of their funds was sitting in low-yield accounts; not working as hard as it could. That’s where the broader Savant Private network came in.
A Comprehensive Review
As part of our ongoing commitment to client success, Steve recently participated in a Road Map Checkpoint with Daniel Pawelek, Service Delivery Manager. This session wasn’t just about numbers — it was about understanding Steve and Rowena’s lifestyle goals and what financial freedom truly looked like for them.
It became clear during the review that they were in a great position to take the next step: transitioning from passive savers to active investors. That’s when we introduced them to our specialist partners at Future Assist, who are part of the Savant Private group that focuses on strategic property investment and portfolio growth.
The Investment Shift
Future Assist guided Steve & Rowena through a tailored investment strategy, helping them to leverage their home equity and purchase their first investment property. This marked a significant evolution in their financial journey; from simply protecting wealth to actively growing it.
The move not only unlocked long-term capital growth potential but also positioned them to benefit from rental income and tax advantages, all while maintaining their cash flexibility.
Outcome and What’s Ahead
Steve & Rowena are already seeing the benefits of shifting to a more strategic investment mindset. Instead of idle savings, they now have a high-performing asset working for them, creating new opportunities for future wealth.
At Irwin & Associates, we’re proud to support our clients in every phase of their journey, and connect them with trusted partners like Future Assist when the time is right.
Looking to grow your wealth like Steve & Rowena?
Let’s explore how your current financial position can become a launchpad for long-term prosperity. Reach out to the Irwin & Associates team today to get started.