Gaining Sudden Wealth

This client was unexpectedly in a bad car accident and ended up in a wheelchair as a result, leaving him permanently disabled.

While his injuries prevented him from ever working again, he received a TPD insurance payout from his multiple superannuation funds, leaving him with a sudden growth in wealth of around half a million.

We worked with him to ensure that his wealth would be used to provide him with a comfortable income for the rest of his life.

This client and her family unexpectedly lost their mother two weeks after she was diagnosed with a terminal illness.
While she was grieving, this client then received an inheritance of approximately $500,000 which she had no idea what to do with.
Knowing she wanted to use her inheritance to ensure that she and her partner were able to have the financial freedom to enjoy the life she wanted, she reached out to us for help.
We ensured that her inheritance was being invested in a way that would allow her to have the solid base she needed to overcome her loss and move forward knowing that her financial future was secure.

This client had spent the majority of her life trusting her ex-husband to manage every aspect of their financial world.

She came to us after she received a lump sum of approximately $2 million as the settlement for her divorce.

Having no knowledge of how she may best use this settlement to achieve a secure financial future, she found herself overwhelmed and worried about what her future may look like.

We helped ease her worries by making sure her settlement was invested across a diverse range of assets through a family trust, ensuring she’ll be able to draw a comfortable income for the rest of her life.

With her financial future secure, she was able to purchase a home and embrace the next chapter in her life to the fullest while knowing that she was taken care of financially.

This client suffered serious injuries from a car accident at the age of 24 that disrupted all of her future plans.

While she was coming to grips with her injuries, she received a personal insurance payout of approximately $1.2 million which she struggled to know what to do with.

We placed her insurance payout in an account-based pension through an SMSF, enabling her to draw a comfortable yearly income. We made sure this was done within the 90 days of her receiving her payout required to avoid unnecessary tax charges that would have severely diminished her income.

We also uncovered an unclaimed Total & Permanent Disability policy in an unused super account, which we worked with her to successfully claim in order to provide her with a well-diversified investment portfolio.

Now that her financial future was taken care of, she was able to focus on recovering and has recently started training to become a yoga teacher.