Category Archives: Case Studies of Clients

CASE STUDY – Charlie & Pauline – Expanding property investment through super

Charlie and Pauline already had invested in property, and with a trusted advisor they explored the idea of expanding their property investment through super. (There are 5 easy steps to planning anything – start where you are at, decide what … Continue reading

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CASE STUDY – Kate & Roger – Doing the best in the last 15 yrs and preparing for Retirement

Kate and Roger were hard workers – one in a management position in public service, the other in a good company. They wanted to retire in 15 years if possible and knew they needed to plan quickly for retirement to … Continue reading

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CASE STUDY – Paul & Paula – Supporting Elderly Mother and Preparing for Retirement

Paul and Paula had her elderly mother living with them so they could provide the best care they could. He also had his consultancy, and Paula worked part-time around her mother. They knew they needed to plan quickly for retirement … Continue reading

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CASE STUDY – Brian and Stephanie working the business as well as preparing for retirement

Brian and Stephanie had lovely children in Primary school and a busy consulting business they had started from scratch, which was growing well. They loved property and had explored how super could be used to invest in property and wanted … Continue reading

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CASE STUDY – Nicole was preparing the last few years of working her business and preparing for retirement

Nicole had raised her children on her own since separating years ago from an unhealthy marriage. (There are 5 easy steps to planning anything – start where you are at, decide what lifestyle you want to have, what that lifestyle … Continue reading

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CASE STUDY – Sally felt she needed more self-control of her retirement after her husband passed away

After Sally’s husband passed away, and the business clients had been on-sold, she felt she needed more self-control of her retirement, and her plan was to have the ability to manage the super and her assets so she had more … Continue reading

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CASE STUDY – Brian the engineer who wanted to invest super in property later

Brian and his wife  had investment property experience, but wanted to invest their super in property, when they had enough. (There are 5 easy steps to planning anything – start where you are at, decide what lifestyle you want to … Continue reading

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