Every individual, couple and family is different. And each financial situation is unique.
But, through years of experience, we can see patterns and similarities.
We’d like to introduce you to some of our distinctive clients and the sorts of financial issues they face …
Introducing Melissa and Chris.
Melissa and Chris are in their 40’s and have two kids at school. Melissa works part-time as an IT consultant and Chris is a plumber. Their medium term financial goal is to minimise tax so they can pay more off their mortgage. They’re also starting to think about the lifestyle they want in retirement which would, ideally, include travel and a few little luxuries. The bottom line is that they are prepared to work hard now because they don’t want themselves or their kids to struggle in the future.
*This story does not feature real people
Service we provided
We introduced Melissa and Chris to a qualified tax advisor who helped structure their tax through investing in property, which helped to increase their financial stability.