Case Studies

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Beverly and Chris
  • Andy and Pam

    Property Developers

    Andy and Pam

    At over 55 years of age, Andy and Pam were able to create a Tax Free income stream within Super, and ensure that they never pay Capital Gains Tax when they sell the property.

    Read Andy's Story
  • Kerry and Rosemary

    Estate Planning

    Kerry and Rosemary

    56 year old Kerry found herself dealing with the unimaginable, when her husband passed away unexpectedly at 57 years of age.

    Read Kerry's Story