Case studies

See how we have helped our clients!

Steve and Dianne - business owners & Accounting clients - Signs Display Merchandising 

During our regular tax planning sessions with Steve and Dianne have found and implemented tax planning strategies that will save them over $23,000 in a single financial year. 

The strategy will also reduce their PAYG Instalments by $7,000 per quarter.

David and Mel - Financial Planning clients

David and Mel approached us to review their financial affairs, including:

Superannuation - we reviewed their existing super accounts and rolled their super into a single fund that gave them a wider range of investment options, reduced their investment costs and allowed them to set up binding death nominations. Their new super is much easier to manage.

Personal insurance - we reviewed and put in place insurance that will allow them to pay off their loans and maintain their living expenses in the event either of them die, become disabled, ill or injured or are unable to work.

Loans - we reviewed their existing loans and with simple changes they will pay off their properties approximately 5 years sooner and save an estimated $127,473 in loan repayments. 

Estate Planning - as a result of our recommendations they have set up a Will, Power of Attorney and Advance Care Directive to ensure their assets are distributed according to their wishes and to ensure that their affairs are handled by people they trust.

Annual review - as part of our service they have the benefit of knowing their trusted adviser reviews their finances regularly and ensures that their finances remain on track.

Shannon & Sara - Lending clients

We are pleased to have helped Shannon & Sara with an investment loan.

They were looking to purchase an investment property and needed a loan to suit them, their finances and their investment goals. 

We assisted them through the entire process - the application, organising valuations, dealing with their lendor, arranging the signature and lodgement of the loan documents and notifying them upon the successful transfer of funds. 

Marko - e-control Solutions

Marko runs a business and needed to arrange finance for a new Ford Transit van and Kia Carnival car.

We were able to help Marko with the finance, including reviewing multiple lenders, terms and conditions and advising on the most appropriate loan for him and his business.

We helped Marko through the entire application process, reducing his time spent applying for a loan so he could spend time building his business.

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