Client success stories

Phoebe is a time poor single Mum, that just knew she needed to do more with her money. She had some equity in her home, but little else when we first started working together.

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When Hannah came to us, she was living in her home in Milsons Point, had some equity but also had a series of poorly performing and overly complex investments.

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Having just finished renovating a house, with young daughters heading toward high school and feeling as though they were swimming in debt, Pat & Abbey knew they should be doing something to progress their financial lives.

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Mike & Beckie had a great income but seemed to be living paycheck to paycheck. They had investment properties but with high levels of debt (both investment loans and home loan).

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Preparing for retirement, they were considering whether to keep their investment property or sell? They were concerned about having enough retirement income and running out of money with plans

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Luke & Kiera were planning to relocate to build new home, with plans to retire in 5 years, but were unsure about accessing Centrelink benefits once they became eligible.

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Clare had previously received bad financial advice and was receiving a compensation payment. Current investment advice implemented had not achieved her long term goals.

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Going down to one income for a young family as your partner starts their own business can be tough. It makes cashflow tight and you feel you never have money to save at the end of each month.

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