Case Studies
We have helped people from all walks of life to get the most out of their money.
Case study one
Recently separated retiree
We projected out her potential asset base over her life expectancy, showing the ability to meet ongoing living expenses whilst retaining access to capital for the future.
Case study TWO
Business owners
approaching retirement
We reviewed their existing superannuation and investments and identified a superior platform option saving them over $11,000 in annual fees.
Case study three
Maximising retirement savings
We enabled the purchase of a commercial property to maximise retirement savings, by investing the annual rent into a diversified investment portfolio.