Case Studies

Real tech clients. Real numbers. Each one started with a 15 minute call.

Names and details are changed for privacy. Results depend on your circumstances.

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Client stories

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Sales leaders, VPs and tech couples. RSUs, debt recycling, super and retiring early.

RSUs and debt recycling

$1M of lumpy pay into a plan for $20K a month.

$20K/mth

Tax and RSUs

$90K of tax saved in 3 meetings.

$90K

Equity and legacy

$3.8M in company shares and no plan.

$25K/mth

Cash into super

$800K to $4M in 11 years.

$4M

Debt recycling

$700K of home loan made tax deductible.

$700K

Retire in 10 years

Retire in 10 years on $150K a year.

$150K/yr

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