Case Studies

Jack Cogger Investment Case Study

JACK COGGER
HUDDERSFIELD

Jack Cogger has been under the Galaxy Sport financial mentorship since he was 16.

Jack was put onto a savings plan that included direct diversion of his NRL salary into an investment account that he couldn’t access from an app.

After a 3 year savings plan in June 2019 we helped Jack purchase an Investment Property at Bokarina Beach on the Sunshine Coast. That property has since gone up in value by over 200k. he also has a further 60k invested in a managed fund, guided by a financial planner.

Jack has moved to the UK Super League but continues to seek financial guidance from our team.

3 Switchfoot Street, Bokarina Beach

Purchased June 2019: $720,000
Valuation January 2021: $920,000

Jack Cogger Investment Property

BRIAN TO'O
PENRITH

Brian To’o from the Penrith Panthers is one of our new clients. Brian’s 1 on 1 started with a forensic review of his spending habits over the last 6 months. From that review, we could see that he was trying to save, he had transferred 30k into his savings account, but had transferred back 27k, the temptation was too much.

He was also supporting his mum to the extent of 4k per month. This required a sit down with his Agent and mum both included to review his spending habits and his financial goals.

We have since implemented a financial plan whereby $5,000 per month is sent from his payroll into a cash management account he can’t easily access, and he is still supporting mum, but with a lower contribution of $1,000 per month.

Brian comes from a housing commission background, but now has a better understanding of his own finances and is well advanced with his savings plan. His goal in 12-18 months is to buy mum a home, and Galaxy is assisting him to reach this milestone.

Brian To’o from the Penrith Panthers is one of our new clients. Brian’s 1 on 1 started with a forensic review of his spending habits over the last 6 months. From that review, we could see that he was trying to save, he had transferred 30k into his savings account, but had transferred back 27k, the temptation was too much.

He was also supporting his mum to the extent of 4k per month. This required a sit down with his Agent and mum both included to review his spending habits and his financial goals.

Brian To'o

We have since implemented a financial plan whereby $5,000 per month is sent from his payroll into a cash management account he can’t easily access, and he is still supporting mum, but with a lower contribution of $1,000 per month.

Brian comes from a housing commission background, but now has a better understanding of his own finances and is well advanced with his savings plan. His goal in 12-18 months is to buy mum a home, and Galaxy is assisting him to reach this milestone.