100% free 23-page report details how to create an income for life, strategies to reduce tax and retire early!
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Developed a comprehensive financial model of their current situation, further modelling scenarios of different housing expenditure and investment strategies and the impact it would have on their retirement
By discussing their objectives in detail and modelling the future outcomes, Tony and Mary had a clearer understanding of the investment strategy they needed to undertake and a roadmap to get them there
We recommended a debt recycling strategy to accelerate the reduction of their debt on their family home whilst unlocking equity for further investments and tax deductions
Implemented a cash flow management system to reduce unnecessary spending and direct surplus cash flow towards retirement savings
Diversified their investment portfolio by reducing their exposure to a concentrated share portfolio they received from inheritance
Took advantage of the 5 year rule for super contributions to boost their super and reduce their CGT bill from share sales
We analysed their situation, determined their risk needs and recommended a personal protection plan that would best suit their unique preferences
We also referred them to an estate planning specialist to get a testamentary trust in place which is essential for a young family
“When you’re caught up with a growing family, you don’t have time for anything else. But with the right advice, we finally felt like everything was going to be OK.”
Making wealth make a difference 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 […]
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 […]
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 […]
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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100% free 23-page report details how to create an income for life, strategies to reduce tax and retire early!
Simply click the button below to get the free report
