Sydney residents Paul and Alison Graham approached us for advice on how best to invest surplus funds from downsizing their family home.

Richard and Theresa are new clients and were concerned that in supporting their children through university, they may now not be in a position to enjoy a comfortable retirement.

Darren and Margaret are long term clients who are now looking to consider the next phase of their lives as they move into and towards retirement.

We first met with David and Chloe in March 2016, after they were referred to us by Chloe’s parents. David (61 years) is a bus driver who moved to Australia from the US 20 years ago. Chloe (43 years) works as a childcare centre manager.