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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

Exchange-traded funds have quickly gained a reputation as the most important financial product in the last 25 years among advisers and institutional investors alike. “We want to ensure our clients are invested in assets that they understand aren’t engineered or overly complex, and most importantly won’t blow up.” Marshall Brentnall

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Could you be at risk of having your insurance cancelled?

Legislation passed in February 2019 has led to superannuation funds sending out letters to those with accounts which hold valuable personal insurance and have not received a contribution to the fund since October 2018.

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Do you know where most of your money is going?

Mindful spending doesn’t need to be onerous nor does it need to be approached from a place of frugality. It’s all about being aware of what you spend your money on and directing it towards your future rather than just immediate consumption. 

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