CASE STUDIES

Pre/Retirees

Planning for & Transitioning into Retirement

Martha is a pre-retiree looking to get certainty around supporting her family in the future, as she transitions into retirement. She's curious about her will & estate, as well as how best to transition from her current growth assets into ones that will provide her an income throughout her retirement.

Executive Families

Income over $500k p/a

J&L are a couple earning great salaries, however, aren't particularly financially savvy themselves. They've dabbled in some shares, and basic fixed income options for their spare cash but are looking for a more complex strategy to take advantage of the opportunities that they have.

Established Families

Income over $250k p/a, under $500k p/a

This Family have paid off a large portion of their mortgage, but even contributing more into the mortgage each month still leaves them with a surplus that is currently just earning interest sitting in a savings account. They have cash savings that they aren't sure what to do with and want to take the time to plan for the future while they can still contribute funds each year to create something substantial in 10 years.

Young Executives

Income under $250k p/a

E&R have recently started looking into how to make their finances work for them, and what options are out there for them to consider. They have recently taken out a mortgage and bought their first home. They have a surplus cashflow that is currently going into their offset account because they aren't sure where else to use it.