Colin
Colin was recently made redundant and needed help transitioning to retirement and minimising tax. José…
Kerrie
Retired nurse Kerrie talks about how financial adviser Jose Hernandez has helped her achieve her…
Concessional Contributions Reduced
The impact of government policy on ordinary Australians.
Retirement – Case Study
You have worked hard all of your life, now it’s time to sit back, relax,…
Alistair
Alistair recently started a business and needed assistance in getting his financial life in order…
Dan & Kelly
Family - Special Needs
Hannah and Matt – Wealth Creation for Growing Family
Hannah and Matt came to us seeking guidance to build wealth for their long-term retirement!
Tony
Long-term client Tony and his family needed help when his father went into an aged…
Brendon & Susie
Young Family