With three kids in their early 20s, Duncan (58) is in senior management at a large multinational. He had worked hard over the years to build his wealth to enable his family to live life to the full. With a view to securing his family’s future while also contributing to the community, Duncan wanted to be in the best position to maximise his assets in a holistic way.
We worked with other professionals, including a solicitor, an accountant and a buyer’s agent, to create the financial advantages Duncan sought.
This included:
“Even though life is good, I knew there was more I could be doing with my assets – not just to look after my own family but to give something back.”
Getting on top of the family finances Dianna (51) and Rahmy (53) are flat out working to pay the school fees while keeping their three kids happy and healthy. With barely any time to think beyond today, they were pretty sure their money could be working harder and that there was more they could be […]
Keeping the good times coming in retirement While they plan to keep working for the next few years, Ed (58) and Susan (56) look forward to living it up when they stop working. However, they needed help working out the best time to retire and how they’d be able to enjoy life without worrying about […]
Running a business leaves little time for finances. Katherine (42) runs a busy PR firm. While her business is growing year-on-year, it’s a 24/7 job. With very little time for anything else – including her personal finances, Katherine wondered how she could make the most of her financial success to set herself up for the […]
Making a successful career go the distance Anthony (38) is an architect in a leading firm. While his career has never been better, he was unsure about the best way to save on tax and make the most of his salary to build wealth for the future. Working long hours and trying to fit in […]
Seeking help to get on track for the future. Rob (40) and Michelle (35) work in senior positions at a multinational IT company. Despite their high combined income, they wanted to make the most of their money so they could feel better about the future. As time-poor IT professionals, they wanted to outsource their financial […]
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