Business Owner Case Studies

Neil & Sue - How Much Is Enough?

Neil & Sue

Neil's plan was simple - to pay off his mortgage as quickly as possible, then, mortgage free, accumulate as much as possible via his business between 45 and 55 so he could retire importantly at age 55...

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Paul & Lisa - Ten Years Younger...

Paul & Lisa

Paul & Lisa were in their late 50's, but looked and felt 20 years older - their business was slowly killing them. Holidays were few and far between. Hobbies, none. Stress, lots. Requirements? To escape from their business before it finished them off...

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