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Tag: Case Study

Home Tag: Case Study

Case Study: IT Professionals

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…
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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…
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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…
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Case Study: Retirees

Keeping the good times coming in retirement While they plan to keep working for the next few years, Ed (58) and Susan (56) are looking forward to living it up when they do stop work. However, they needed help working…
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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 in a way that enabled his family…
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Case Study: Families

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…
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