by ml_admin_usr | Jun 10, 2022 | Case Studies
Sandra and husband Bill were like most other couples in their mid-50’s, excited about the future and planning their retirement. And then that future came crashing down. At age 59, Bill had his first stroke, which left him unable to care for himself, and having...
by ml_admin_usr | Jun 8, 2022 | Case Studies
When Ron and Jan were looking for a financial adviser, Ron wanted to find someone that Jan could relate to in the event of anything going wrong with Ron’s health. When they met Russell Tym, they knew they’d met the right person. “We trusted Russell with the management...
by ml_admin_usr | Jun 5, 2022 | Case Studies
Greg Blake knew he wanted to invest in property. He’d done his research, and got into the real estate market early on. However, the rental property he’d invested in didn’t move in value in 13 years. “It was essentially a ‘buy a rental property because that’s the way...
by ml_admin_usr | Jun 1, 2022 | Case Studies
John Wood started working at The Grain Elevator Board (Now Grain Corp) the age of just 16. It was dusty, and some days it was difficult, but it was an honest pay cheque and it paid the bills. Some thirty years later, by the time he was 46, John began to consider his...
by ml_admin_usr | May 31, 2022 | Weekly Updates
Using Super to Save Tax This Year Fancy a tax refund for this financial year? Or perhaps just a reduced tax bill? Also interested in building up your retirement savings? Superannuation contributions before June 30 may be the solution. Everyone under age 67 can...
