Financial Planning Success Stories
How we've helped clients
Your financial spectrum is as unique as your fingerprint.
We advise clients of all ages and stages of life. We advise Australians. We advise expats with assets split over continents and futures that might be here or abroad.
Our job is to understand you, your circumstances and your goals. Our skill is in taking that information and combining it with our financial expertise to show you how to achieve those goals.
OUR INSIGHTS HAVE BEEN REPORTED IN
Client case studies
Amelia is 37, single and works for an international software company as a sales director. Over the past few years she has managed to save $45,000 into her savings account. Despite the fact that she has a high income, she never feels that she has quite enough to do all the things that she wants to do as well as save for the future. Amelia is worried that she isn’t contributing enough to her financial future.
Alison and Jeremy wondered if they were ever going to be able to retire – the kids never seemed to show that they were ever going to leave home. Like many baby boomers – they were late on the superannuation treadmill and had relatively low combined superannuation savings of $270,000. In many ways they did not trust the superannuation system as the rules kept changing. But now they were in their late 50’s they wanted to slow down but they did not think they had enough to ever retire.
Sam and Jenny, both in their late 20s, arrived at our offices not really knowing what a financial planner did let alone why they may need one but all their friends seemed to use one so they asked for a referral. From not knowing how we could help in a six month period we were able to assist Sam and Jenny.
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