Case study- single professional woman, finalising her divorce
Given that the case study series has been so popular over the last few months, we thought we would make them a permanent fixture to our blog. We […]
Category: Superannuation
How can I buy a house with my super fund?
Your super fund is YOUR money. So many people don’t understand or take responsibility for their super fund until later in life when they think it actually […]
Case study- business owners preparing for retirement
Welcome back to the CASE STUDY Series. This week we are going to talk about the special requirements for business owners who are preparing for retirement. Trudy and […]
Case study- young family
Welcome back to our CASE STUDY series. Missed the start? Don’t worry, head on back to the beginning if you want an overview. This week’s case study is […]
Case study-single professional home owner ready to invest
Welcome back to our CASE STUDY SERIES, where we are outlining some of our clients and the different strategies we put in place for each. For some back ground on the series, […]