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Case Studies

Retirement Planning

Pre-Retiree Case Study

Tony & Emma’s goal – Retire in 6 years with $120k income per year Assets: Family home, SMSF & Commsec share portfolio Employer: CEO Medical Industry & Office Admin Household Income: $400k plus bonus Family: Married with 4 kids   Current Situation Have minimal debt on family home Need to review the performance of 3 […]

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Professional Family Case Study

Tony & Mary goal – Retire early and not have to work until 65 Assets: Family home, Investment property, Super & Inheritance  Employers: Recruitment & Marketing Household Income: $375k plus bonus Family: Married with 2 kids   Current Situation Know they could be managing their cash flow better Keen to upgrade family home and understand […]

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Retirement case study

Keeping the good times coming in retirement   Ed & Susan, both in their early seventies, sought ways to maximise their retirement savings. While having superannuation and some savings, the majority of their net wealth was tied up in the family home, which was up for sale. With their adult kids living independently with their […]

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Technology Executive Case Study

Jeff & Sam’s goal – Retire in 10 years with $150k income per year Assets: Family home, Super & Tech stocks Employers: Global US Tech Company & Recruitment Household Income: $550k plus Company Shares / RSUs Family: Married with 2 kids   Current Situation Received a significant amount of company shares via share options and […]

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