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Client success stories

Olivia is a good saver, she has built up equity in home but is just too busy running a small marketing business to focus on her personal health, wealth and happiness.

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Nick & Lauren were fortunate to receive an unexpected inheritance. They didn’t want to blow it or abuse their good fortune so they sought financial advice.

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With a rapidly growing business in its infancy, inadequately structured for growth and tax effectiveness, existing shareholder agreements incorrectly executed.

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Thoughts

The RFS and the South Coast communities have endured a horrid time over the festive season. As my way to make an active contribution to the relief effort for the South Coast, I am going to test my resolve to the maximum and run for 21km in support of Relief Run 2020.

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From our goals, to our finances, to our health, there’s so much to be gained in checking in regularly to make sure everything’s tracking well.

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Each month in our newsletter we share a client story. Usually it's of success or achieving goals or the value of advice. This month it's a bit different, with the bushfires devastating so much of our country we thought we'd share a personal account written by our client Tim Lee.

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