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Retirement – Case Study
You have worked hard all of your life, now it’s time to sit back, relax,…
Frank and Ann
José helped Frank and Ann with a pre-retirement strategy, which included: aggressive debt reduction strategy,…
Steve & Karen – Path to a stronger retirement
Getting close to retirement, we wanted to see how our money could work better for…
Martin – Overwhelm to stress-free retirement
Retirement felt daunting at first—managing super, savings, pensions, and all the paperwork with government departments…
Ken and Brenda
Ken was recently made redundant and needed some guidance prior to retiring. José helped them…
Alistair
Alistair recently started a business and needed assistance in getting his financial life in order…
Joe & Murray – Early retirement made possible
When we first met Elliot back in 2007, we were raising a young family. Fast…
Gerard & Lea – From Debt and Stress to Financial Freedom
Gerard & Lea were juggling stressful jobs, a mortgage, and debt, with no clear plan…
Paul & Marg
Pre-Retirees
