by shaun@makeworkoptional.com.au | May 20, 2021 | Financial Planning Case Studies
Losing a spouse can be very difficult. Shaun can help a couple financially prepare in advance of the death of either spouse. CLIENT SITUATION A recent widow may be hesitant or lack the expertise to handle finances. Shaun can assist by providing knowledge and...
by shaun@makeworkoptional.com.au | May 20, 2021 | Financial Planning Case Studies
Prudent long-term planning is essential. Here we outline one of our many success stories of helping our clients live well for today and plan meaningful legacies for future generations. CLIENT SITUATION A 62-year old small business owner John and his wife Kate,...
by shaun@makeworkoptional.com.au | May 20, 2021 | Financial Planning Case Studies
With the rapidly increasing tuition costs each year, early planning for Private schools, and University/apprenticeships are essential. Working with a Financial Planner to evaluate all the options, develop a strategy, and maximise tax benefits should help you...
by shaun@makeworkoptional.com.au | May 20, 2021 | Financial Planning Case Studies
A retired couple was living primarily on investment income. The wife’s investment strategy was very conservative. She never wanted to take risks with their portfolio and invested most of their assets in Term Deposits. The goal was to accumulate enough money to...
by shaun@makeworkoptional.com.au | May 20, 2021 | Financial Planning Case Studies
Shaun met Michael and Sandra when they were in their mid-20s and had been dating for some time. They were looking to take the next step and purchase their first property together. Michael was on $80,000 p.a. and Sandra was on $90,000 p.a. CLIENT SITUATION...
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