ARTICLES

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,...

PAYING FOR YOUR CHILD’S EDUCATION

PAYING FOR YOUR CHILD’S EDUCATION

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...

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...

FINANCIAL PLANNING DURING DIVORCE

FINANCIAL PLANNING DURING DIVORCE

WHICH MARITAL ASSETS TO OPT FOR DURING DIVORCE Here we outline one of our many success stories of helping our clients live well for today and plan meaningful legacies for future generations.   THE CLIENTS A couple is divorcing. The husband has been primarily...

BUSINESS OWNER STORY

BUSINESS OWNER STORY

Many business owners spend so much time managing their business financial matters and neglect their personal finances. They are often unsure where to direct their savings.   THE CHALLENGE Paul and Kathryn came to Shaun for direction. They were accumulating...

PREPARING FOR UNCERTAINTY

PREPARING FOR UNCERTAINTY

CLIENT SITUATION A newly married couple joyfully welcomed their first child into their family. Recognising the risks and responsibilities associated with children, they wanted to be positive they were protected and met with Shaun at Make Work Optional to discuss...

THE ADVISER MONTHLY

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