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Marty & Kate

When we first organized some finance for Kate it was in the form of her first “grown–up reliable” car. It was almost predictable that the travelling Personal Trainer extraordinaire was beginning to settle down. Around this time she met the fabulous Marty and the two began to build their lives.

For the both of them authenticity and a manageable timeline has been key… whilst maintaining the lifestyle they love - Surfing, Sunny-Dog, mates, fitness and now … well chickens <3

Their finance story continues with the purchase of a block in the hills of Yallingup. This was quite a decision – choosing to buck the usual first homebuyer option in favor of a bush-block was a pure lifestyle choice for them. For some the pull of living close to town with the amenities provided and a large house is priority but in the end their decision was based on the fact that both enjoy nature more.

So a small holding property and building a small functional house won out. We think it suits them perfectly.

Kate runs a Dunsborough PT business and Marty works with a National surf company in Perth, he commutes weekly. Both are able to functionally work from home.

So, the next step in securing their future was to combine their super funds into a self-managed super fund – this allowed them to utilise their contributions that had accumulated - and purchase a commercial space. Tim guided Marty and Kate in the set-up, compliance and funding for the purchase. The PT business now runs from that space.

We have loved watching them build their life together – thanks for allowing us into it Marty and Kate <3

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