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CASE STUDY #16

We Protected Their New Life Together

Meet Ryan & Louise: a newly-married couple in their early 30s. When they came to us, they’d just bought a house, started planning a family and didn’t have “much else going on” financially (according to them!).

What We Discovered

They had a great overall income and cash flow, but unfortunately, they carried a lot of underlying risk for their new home and financial future.

Here’s the opportunities we uncovered in our initial review:
  • No insurances in place to protect home and income
  • No will established to handle wishes and debt payment
  • Superannuations were not being fully maximised

The Strong Financial Plan We Put in Place

We partnered with Ryan & Louise to solidify their financial foundation, and ensure they are protected and prepared to grow their wealth together.

Here are a few of the key steps we helped them take:
  • Protected their dream home by setting up insurance coverage and wills, so neither would have to sell if something happened to the other.
  • Optimised their super and investments, so their wealth building and retirement is confidently on track & protected
  • Optimised their super and investments, so their wealth building and retirement is confidently on track & protected

Ryan & Louise - NSW

We feel SO much better about our money! We know where we’re at, we feel truly protected if anything happens, and now we trust we have a real plan to start our live together.

— Read all Testimonials

Meet Henriëtte

Your financial partner for life

Disclaimer
This client success story is for illustrative purposes only and is based on specific assumptions. Outcomes will vary depending on individual circumstances and assumptions used.
We Protected Their New Life Together
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We Helped Her Rebuild Her Financial Life
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