Case study: How a UK Pension and superannuation strategy helped this couple retire sooner
With proper planning and smart use of available strategies, early retirement can be much more achievable than it initially appears.
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Retirement Case Study
GESB West State – a very SUPER account
GESB West State is an untaxed super scheme that was available to WA public sector employees prior to April 2007. It runs on a different set of rules compared to your average superannuation account.
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Case study: Life after farming
When farmers Graeme and Victoria first came to us, their goal was simply to reduce insurance premiums and simplify their super.
Case study: Life after farming Read More »
Case study: Confidently spending money in retirement
Grace now knows how much money she has to spend, and is more confident about spending it on home improvements to make her life more comfortable.
Case study: Confidently spending money in retirement Read More »
Case study: Navigating insurance claim options with confidence
This case study shares how you can use insurance claims to your advantage along with financial strategies to maximise investments.
Case study: Navigating insurance claim options with confidence Read More »
Case study: Retirement planning
Jim and Susan are 5 and 12 years away from retirement respectively and decided to meet our financial planners to get a solid financial plan in place.
Case study: Retirement planning Read More »
Case study: GESB (West State) Super retirement planning
This new superannuation strategy saved Rob and Marie around $24,000 per annum in tax. Our financial advisors provided a technical perspective of where and how to invest.
Case study: GESB (West State) Super retirement planning Read More »