Financial Planning Success Stories
How we've helped clients
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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.
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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