PLANNING FOR RETIREMENT

PLANNING FOR RETIREMENT

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,...
INCREASING INVESTMENT INCOME

INCREASING INVESTMENT INCOME

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...
FIRST HOME BUYERS

FIRST HOME BUYERS

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...