When farmers Graeme and Victoria first came to us, it was with the goal of reducing their insurance premiums and simplifying their super. We were pleased to be able to help them in this regard by: Consolidating their super (which also saw their yearly fees reduce by $1170). Bringing their yearly insurance premiums down by […]

When it comes to financial security, two questions tend to dominate the thoughts of retirees: How much money can I spend? Am I going to run out of money one day? When the answers to these questions are uncertain, it can lead to frugality and caution, which then impacts the quality of that retiree’s life. […]

In this case study, Mr and Mrs Brown were referred to one of our financial advisors in Perth by their daughter. They’re both in their early sixties and would like to retire as soon as they possibly can. They own the home that they live in, and they also own an investment property – the […]