Client Case Studies

real estate agent business owner

Aligning our real estate clients’ business accounts to enhance his personal financial strategy

Background We have been working with this client for a few years. He has his own Real Estate business. To date, the focus of his plan has been on building his family’s wealth by paying down his mortgage and building up his asset base. Recently we started focusing on his business finances to ensure they …

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professional athlete training

Reviewing the annual plan for a professional athlete with the number one goal of getting into the property market

Background: We recently completed an annual review meeting with a client who is a professional athlete. He is 27 years old, single, and earning an annual income of over $300,000/annum. When we met he was on his first big contract and had net assets of $59,000. Goals: This clients number one goal is to get …

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Case Study: Mapping out an updated strategy for an active investor in her early 30s who is ready to purchase a home with her partner

Background: Our client is in her early 30’s with an income of $112,000/annum and net assets of $590,000. Her net asset position is made up mostly of the equity in her investment property which was purchased with a large deposit and has been supported by an aggressive mortgage reduction strategy. For her plan’s annual review …

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Case Study: How to manage assets, debt & finances with one partner immediately retiring

Background: Our clients are a couple in their 60’s with a household income of approx. $100K/annum. Net assets of $2,200,00 with a debt of $475,000 in place against their home and investment property. One partner will be retiring immediately. They need to know how to manage their finances with only one partner working.   Goals: Put …

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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.