The challenge Recently Orlando and Miranda turned 55 and wish to enjoy their retirement when they turn 65. Orlando earns $100,000 and receives 9% SGC ($9,000), while Miranda has not worked since having children. Orlando has a super balance of $500,000 whereas Miranda does not have any super. Their immediate need was to build up […]
The challenge David and Victoria are both 45, and David earns a reasonable salary of $200,000 and is on the highest marginal tax rate, and is looking to retire in 15 years when he turns 60. Meanwhile, Victoria does not work because she looks after their school aged children. Their home is worth $900,000 and […]
The challenge Once Mark and Jane had their savings plan in place, they understood that without appropriate levels of insurance their future plans could unravel due to unforeseen and costly events. Their immediate need was to protect their future, but do so in a manner that does not affect their ability to save and accumulate […]
The challenge Mark and Jane have a reasonable level of income but they were living pay to pay. They required assistance to manage their income and expenses (outgoings) so they could effectively save for their goals such as purchasing a new car in in the next 2 years and to build a deposit to purchase a […]
A partnership built on understanding – from our first meeting, we take the time to explore your individual financial and lifestyle aspirations.