Case Studies

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 […]

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 […]