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Client success stories

Mandy was busy earning a substantial income with very little to show for it. My client has improved some rather terrible spending habits and is now investing her surplus income.

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As a young defacto couple with savings in the bank, Angus & Eliza were unsure what they should be doing. Quote “it’s time to start adulting, we need help sorting our s*** out”.

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Recently separated and realising she knew very little about her financial situation as her ex husband was both the breadwinner and in charge of the finances, Rose needed our help.

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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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