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Alex & Micaella – Wealth creation for new young family
Since Alex began his journey with Elliot in 2018 as a single man, life has…
Andrew and Cindy
Andrew’s father has moved into an aged care facility. Andrew need help providing for his…
Joe & Murray – Early retirement made possible
When we first met Elliot back in 2007, we were raising a young family. Fast…
Lynne
Lynne needed support sorting out her super and assets following the passing of her husband…
Gerard & Lea – From Debt and Stress to Financial Freedom
Gerard & Lea were juggling stressful jobs, a mortgage, and debt, with no clear plan…
Starting Out
A client example of how the ongoing client-adviser relationship has helped a young couple leapfrog…
Double Income No Kids – Case Study
Double Income No Kids also known as DINKS is and will be one of the…
Leonie
Leonie is the daughter of an existing client, Pamela who sold her home and moved…
Rod and Rechelle
Rod and Rechelle, are a couple with young kids that had some existing debt. We…

