15 February, 2024
Client Case Study
How we helped these new retirees gain confidence to live their retirement to the full
Meet our clients Brett and Kylie – a couple of recently sold their small business to retire. In this case study, we walk through the strategies we have implemented to allow them to enjoy a significantly more comfortable retirement.
3 January, 2024
Client Case Study
How our client improved her expected retirement position by $500,000
Meet our client Sandy - a single Professional in her late 30s. In this case study, we walk through Sandy's position when she first came to us, the strategies we have implemented for her, and the longer term upsides of Sandy's financial planning journey.