fbpx

Case Study: HNW

By:

Case Study: HNW

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 the community, Duncan wanted to be in the best position to maximise his assets in a holistic way.

Goals

  • Purchasing a substantial new family home
  • Being smarter about reducing his tax
  • Opening up his investments to new opportunities
  • Having an estate plan in place for the distribution of wealth
  • Being able to provide for his chosen charities.

How we’re helping

We worked with other professionals, including a solicitor, an accountant and a buyer’s agent, to create the financial advantages Duncan sought.

This included:

  • Making the most of tax-minimisation and trust structures
  • Modelling different scenarios for the best financial outcomes
  • Setting up an SMSF for surplus funds
  • Providing greater certainty about the future, including retirement and estate planning.

“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.”

Other Related Articles

See why others have chosen Delta Financial Group

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 […]

Read More

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 […]

Read More

Case Study: Business Owners

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 […]

Read More

Case Study: Professionals

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 […]

Read More

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 […]

Read More

Let us contact you

Complete the form and we will schedule a chat at the most convenient time for you.