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:
Read how we’ve helped our clients reach their goals.
Generation X
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.
- 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
The empty nesters
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.
- 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
Just need to get organised
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.
- 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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