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Read how we’ve helped our clients reach their goals.

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.

Prioritise lifestyle and financial aspirations

Increase her savings

Buy her first property

Start a share portfolio

Set and work towards financial goals for the 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.

Finance and build their dream home

Maximise their superannuation

Help their kids start to save and eventually buy their own homes

Set up a non-superannuation Investment portfolio to complement their retirement income

Sell their family home

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.

Establish a savings habit

Buy their first home

Set up a plan to pay this home off quickly

Consolidate their superannuation

Review their life insurance needs

Lease a new car

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