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- Client Case Studies
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- Wealth Creation
Debt – Case Study
Debt is needed in many circumstances to help us get the things that we want…
Alex and John – Building Wealth While Raising a Young Family
Meet Alex, who along with her husband John, are a busy couple with young children who were managing existing debt and John’s significant tax burden from his job in the mines.
Frank and Ann
José helped Frank and Ann with a pre-retirement strategy, which included: aggressive debt reduction strategy,…
Double Income No Kids – Case Study
Double Income No Kids also known as DINKS is and will be one of the…
Gerard & Lea – From Debt and Stress to Financial Freedom
Gerard & Lea were juggling stressful jobs, a mortgage, and debt, with no clear plan…
Permanent Incapacity / Workers Compensation – Case Sudy
Life changing events can happen in an instant and our health can deteriorate to a…
Brenda & Ken’s – From redundancy to retirement confidence
After Ken was made redundant, it was a scary time for us. I’d been in…
Peter & Janet – Long-term trusted advice and retirement confidence
Peter & Janet have been with Elliot for almost two decades, trusting him to guide…
Hannah and Matt – Wealth Creation for Growing Family
Hannah and Matt came to us seeking guidance to build wealth for their long-term retirement!



