Client Case Studies

  • Our clients come from all walks of life, but simply put, they want to put in place a wealth plan that will help them meet their personal and financial goals. We have clients that are Doctors, Lawyers, Engineers, IT professionals, Business People, Clients that work in factories, widows and divorcees. The following are typical examples of some of our existing clients:

  • Retired or Retiring clients

    Often these clients will come to us because they have worked for the last 30 years and amassed assets in super, shares and/or property. Often, they are not sure what is the best way to structure their assets and investments that ensures they have a stable and secure income in their retirement. They want to be able to take advantage of any stable secure investment structures that provide them with a tax free income in retirement, whilst also maximising their Centrelink benefits. As our clients often say “I have worked hard and paid tax for the last 30 years, I deserve to take advantage of the government incentives”.

  • Wealth Builders

    Clients will come to us that want to retire on a stable and secure income in either 5, 10 or 15 years time. They know they need to do something, but they aren’t sure what? In this case, it is important to balance their current needs and living expenses (kids education, mortgage) with the need to build wealth for their long term objective – retirement or a seachange. Strategies for these clients can range from Investment properties, Self Managed Super Funds, Direct Shares, Gearing or Risk Protection. The appropriate strategy is dependent upon what is right for the client based on what it is they want to achieve.

The information on this website is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if the strategies and products are right for you.