Case Studies

Find out how financial advice provided these clients with peace of mind and a better financial future.

Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

Ageing Parents

These days, people live longer and fuller lives than ever before. Our parents and relatives hopefully have long and fulfilling post-retirement years to look forward to.

This case study features a couple in their 80’s that moved to a retirement village after 45 years on their seven acre property. Read the case study now.

Changing Jobs

For most of us our job is more than just an income. It’s pretty common for us to derive a great deal of satisfaction from our work and our career choices define who we are and how others perceive us.  For that very reason, changing jobs can have a big emotional impact – not to mention the financial implications of a potential change in income.

This case study features James, a 50 year old high school principal, whose job ended after 20 years. Find out how James adjusted to the change.


The end of a significant relationship is a difficult time, marking the move into a new phase of your life. It’s hard enough navigating the emotional upheaval and dealing with often conflicting emotions, let alone working through the practical considerations of finances and the separation of joint assets.

While the challenges of separation are considerable, there is a real opportunity for you to seek professional support and work towards a positive future for yourself.

John had two teenage children, a large home, joint bank accounts and a life’s worth of superannuation savings from his 17-year marriage to Angela. When they separated, he knew the circumstances would take some serious sorting out. Read the full story.


While an inheritance can sound appealing in theory, when it actually happens to you and it’s the result of the loss of someone close, the emotions around that loss can make dealing with the bequest particularly challenging.

When Brian’s dad passed away, he inherited a one-third of his father’s assets, including part of the family home and, he recognised that dealing with the inheritance might present some challenges. Find out how Brian managed the inheritance.

Starting a Family

A new baby means surprise, anticipation, awe – and some major financial changes. Ask any parent, and they’ll agree – the birth of their first child was a life-changer.

Jason and Bree married a few years ago and were expecting their first child. Find out how they managed the transition to parenthood.

Explore your options

Together, we can work through these complex issues to create a plan that works for you. We take the time to get to know your circumstances and what’s important to you. Contact us to book an appointment with one of our advisors today.