CASE STUDIES
While every client is unique, many share similar financial circumstances and objectives...
The following case studies are for illustrative purposes only and do not constitute advice.
CASE STUDY #1
Sudden wealth through inheritance
Alice* inherited a seven-figure sum of money in her 20s upon the unexpected death of a parent. Her priorities included achieving a comfortable standard of living and enjoying financial stability throughout her lifetime.
CASE STUDY #2
Sudden wealth through separation
Lisa* sought a financial adviser upon taking control of her finances during her divorce. She wanted to ensure her future was planned for effectively and that she could retain financial health in the face of any large unforeseen expenditures.
CASE STUDY #3
Change in work circumstances
Following life-changing illness and changes to his work circumstances, Paul* wanted to gain more control over his financial future…
