Client Stories

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Marie-Anne and Herve D – Recovering from redundancy

I met Marie-Anne 13 years ago when the company she worked for when through a restructure and as a result, her position was made redundant.

Ernie and Anna C – Able to retire early

I met Ernie 11 years ago at a time when he was ready to start planning for his retirement. His goals were to be able to retire early and enjoy the simple pleasures in life such as cooking, travelling and spending time with his wife, Anna, and family.

Ian B – Recovering from divorce

I first met Ian 13 years ago when he was 59 years old. At the time he had gone through a divorce which resulted in a settlement that reduced his super balance to under $70,000.