Client Case Studies

Case Study: First-time parents ready to build a road map and leverage a healthy monthly surplus

Background: Our clients are a couple in their late 30’s who have just had their first child. Household income is $280K/annum with both partners working in tech. They have net assets of $648,000 with a healthy monthly surplus but no budget structure in place. Goals: Purchase a family home within the next 2 years Save …

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Case Study: Proposal Meeting

Have you been interested in working with a Wealth Coach or Financial Adviser but want to learn a little more about the process first? For each Client, our first meeting is all about discovering your current situation and your goals, essentially what your ideal life looks like.