Category Archives: Case Studies of Clients

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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CASE STUDY – Chelsea over 50yo – Wanted to control her super as a single mum

Chelsea was a single parent who never re-married, but devoted her life to supporting and raising her 4 children. Not only that, one daughter was a special-needs child with Down’s Syndrome. But she was the love of their lives, of … Continue reading

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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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