Client Case Study

The Road to Recovery

Household cash flow management, when combined with accelerated debt reduction and salary sacrificing, can deliver retirement outcomes never previously thought possible Much to ... [more]

Owning an advisory business

When Cameron Howlett realised there was more to financial planning than a bank could offer, it set him on a course to owning ... [more]

The view from the top

To Sydney-based SME owner Les Henry, 42, one of life’s biggest thrills was climbing to the summit of Egypt’s Mount Sinai by flashlight ... [more]

Beyond the farm gate

Education and a gradual implementation process helped deliver mutually beneficial succession and estate planning outcomes for a retiring farming couple and their married ... [more]

A safe pair of hands

When a teenager has a lifetime of earnings potential scuppered before he’s even embarked on a career, any lump-sum payout is by default ... [more]

Marching orders

The best aged-care solutions strike the right balance between the financial and quality-of-life outcomes for all parties Reg was still able to get ... [more]

The long and winding road

Drawing a better road map to retirement could be pointless unless the journey makes for an enjoyable lifestyle When you’re married with kids, ... [more]

Drilling further in for a better future exit

To Sydney-based, thirty-something solo mum Chantelle Phinney (not her real name), the thought of acquiring more of the small/medium enterprise (SME) she was ... [more]

When Kathy smelled a rat

Some off self-managed super fund performance data led a client to question her accountant's "advice". Mark Story reports on how a referral to ... [more]

Restoring the years the locusts devoured

One spinster’s desperate search for tax guidance inadvertently helped rebuild the wealth she thought was permanently lost to bad advice. Mark Story explains. ... [more]