Case Studies

Lukas

How a 27 year old Aussie bloke made one very simple decision to accelerate retirement and has never looked back

Most 27 year old guys are out there exploring all that life has to offer. Traveling, partying and living in the moment feature pretty high on the typical list of priorities. Thinking about the future – well that can wait! Take Lukas, for example, like most of his peers, he is enjoying his life, living …

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Australian Blue Chip Shares

Revealing the hidden costs of holding blue chip shares and then hoping for a result that may just be killing you financially.

More and more often, we meet new clients that have followed what they thought was good advice, “Buy and Hold”, only to end up paying a heavy price, several years later, and all they did was what they were told was right… When we meet with new potential investors, one of the services we offer …

Revealing the hidden costs of holding blue chip shares and then hoping for a result that may just be killing you financially. Read More »

55 year old man trades the financial markets while out at sea

For Colin R., a full-time tradesman, and father, life can get pretty hectic. With working at sea for long periods of time, he sure has his hands full. And yet, he’s able to trade covered calls in his own managed super. Despite previously burned in the markets when he first started. And even though he’s …

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