Access Wealth took the time to explain everything to us. It wasn’t all locked behind a paywall, and I really appreciated how transparent they were. Everything was clear and well-organised, with plenty of supporting material and presentations ready to go. It definitely beat the 'information overload' you find on Google; there is so much noise out there, but Access Wealth put the exact information we needed right on the table. We didn’t have to second-guess what was accurate, which is huge when you're making such a significant purchase. Having an expert provide the right information so quickly really put us at ease and proved that this isn't a difficult process when you’re working with people who know what they’re doing.

Beyond just the super structure, having that money there has helped me feel much more relaxed, and I think it’s helped my wife feel more relaxed as well. The models they showed us throughout the process really helped us picture it. We still have the videos and materials, and they show us exactly where we need to be: where our structure is now, where it will be in 10 years, and beyond. We have a much clearer direction of where we want to be now, and a better understanding of what we can and can't do.

I would also like to highlight the time they invest in their clients. For example, my partner and I both work full-time Monday to Friday, but our property strategist, John, took time out of his own weekend to meet with us. He spent two to four hours over the weekend—even with our two kids there—going through every detail line by line. It was remarkable help; we felt prioritised rather than just another signature on a document. The fact that he spent that much time ensuring we understood everything made us very happy and confirmed we made the right decision with Access Wealth.

This process was probably the most fun part of it all; having your plan come together, then coming down to the choice of what and where, and you know, what the future holds for that property. I couldn't credit John Staggs any more highly. Just so clear, explained everything really well, and just made it all very easy. Nothing else to it.

Since working with Access Wealth, the biggest improvement has been the shift from uncertainty to a clear plan. I’ve purchased my first investment property and now have a strategic roadmap outlining my growth and path toward an early retirement. It was extremely important to me from the start to provide for my children when they become adults; John captured those goals in a beautifully outlined diagram that we are now actively working toward. I'm even looking forward to a second investment property in the years to come.