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Client success stories

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

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As a high income earning executive, currently single yet indecisive about any future plans for starting a family, this client’s challenge was based around financial flexibility.

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Matt was earning a good salary and Nicole had just returned to work after their youngest child had started school. They were paying off a mortgage and had no other debts.

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Both James and Alice are highly ambitious with big personal goals. They recently purchased their first home and have a large surplus income, they want to be in the position to start a family in the next 2 years and upgrade to a bigger family home in 5 years all while maintaining their current lifestyle.

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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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The value of having clear goals in place helped this young defacto couple work through the over whelming feeling of financial inertia

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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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