Client Success Stories
Our client success comes in all shapes and sizes. Discover how we’ve helped businesses, families and individuals around Australia reach their financial goals, and how we can help you.
The following case study related to a real life example of how we helped Michael and Kirsty achieve the following SMSF savings
Fee saving in the 1st year
Fee savings over 5 years
Fee savings over 10 years
Whilst this is an actual example, all personal details have been changed, for confidentiality purposes.
Michael and Kirsty were referred to us by a friend. They were concerned that their superannuation funds were not being maximised, and that they were paying excessive management and financial advice fees. They heard a lot about self-managed super funds and wanted to find out whether it would be a viable option for them.
They had 4 retail super funds with a combined value of $1,303,101.