Retiree Case Studies

David & Elaine - Do It Yourself

David & Elaine

Over time David & Elaine had accumulated a collection of investments, mostly purchased from leading investment houses with 'promises' of high returns.

Trouble is, knowing when to buy is one thing, but knowing when to sell is another!


John & Mary - The irony of IHT

John & Mary

John & Mary had a big problem - a different problem to most, and one which many people would love to have.

They weren't going to run out of money in retirement - they were going to die with TOO MUCH!


Peter & Sharon - Too Much Risk

Peter & Sharon

Peter & Sharon had recently sold their business after grafting at it for over 30 years.

Now aged 60, with no children, their primary concern was to ensure a high return on their capital without unnecessary risk...