Category Archives: Case Studies of Clients

CASE STUDY – Peter over 50yo – Wanted to control his super

Peter ran his own business for many years and enjoyed the rush and buzz – like any business there were challenges and ups and downs. His children were grown up and married and supporting themselves – he chuckled as many … Continue reading

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CASE STUDY – George & Sue – Wanted to use SMSF to control and manage super by direct investments

George and Susan knew our financial advisor via referral from one of the advisor’s clients. George had experience with personal direct share investment in his spare time after his busy professional position that included interstate travel for a multi-corporate. Sue … Continue reading

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CASE STUDY – Alex – Wanted to use SMSF to purchase property and take control

Alex is a keen property investor with many years’ experience and had also researched Self-Managed Super funds (SMSF) as a way to take control of his retirement savings and how to purchase property in super. He already had several investment … Continue reading

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CASE STUDY – John & Lyn – To use SMSF to take control and work towards property in super

John & Lyn were interested in Self-Managed Super funds (SMSF) so they can take control of their retirement savings and build them up to work towards getting property in super. They already had a couple of investment properties, and the … Continue reading

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CASE STUDY – Roger – Opportunity to invest in a local company with his super

Roger was working in financial areas and a major bank in the past, now running his own business, and knew there was an opportunity to invest in a local company with his super, using a self-managed super fund (SMSF) There … Continue reading

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CASE STUDY – Gary & Purina – Need to sort out super funds and life insurance

WHERE they were at – Gary and Purina were early 60s and late 50s and knew they needed to sort out several super funds and life insurance. They had a work super fund that puzzled them, not looking like one … Continue reading

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CASE STUDY – Chen & Anna – Want more control and someone to help run the administration and compliance

WHERE they were at – Chen & Anna asked the planner and I what could they do to plan as best they could for retirement – how could they have more control and someone to help run the tedious administration … Continue reading

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