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.