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Mark and Lisa, a couple in their early 50s with teenage and young adult children, wanted to feel more confident about their financial future. They were concerned about their family’s financial security after a close friend had recently become very ill, making them realise how vulnerable they could be. At the same time, they had been struggling with inconsistent income and lacked a clear plan for the future.
Client Stories - Pre-Retirement
Mark & Lisa - Building Security Before Retirement
Overview
Their Challenges
- Inconsistent income creating cash flow pressures
- High personal income tax bills
- Limited superannuation accounts or retirement savings
- Minimal insurance cover leaving the family exposed
- Uncertainty about how their business fit into their long-term goals
Our Solutions
- Established comprehensive insurance protection for peace of mind
- Consolidated superannuation into a lower-cost, growth-focused platform
- Introduced tax-effective retirement contributions
- Improved debt and cash flow management
- Integrated business finances into their overall wealth plan
Where They Are Now
Mark and Lisa now have a clear, structured financial roadmap. Their risks are covered, their superannuation is streamlined, and they’re making regular contributions toward retirement. Most importantly, they’ve gained confidence and peace of mind knowing their finances are on track for a secure future.
These stories are real client stories. For privacy protection, we have changed their name and used an stock image.
