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!

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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!

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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...

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