Case Studies

Our Case Studies demonstrate real results:


Regular Meetings


Challenge: We began working with a local family business that had never held regular busines..


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12-Dec-2011

Salary Restructuring


Challenge We have a client with a long standing profitable family business, started by Dad, ..


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15-Nov-2011

Asset Protection: Protecting business assets for financial security


The Challenge Peter was the sole shareholder of his highly profitable business. However, his bu..


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12-Nov-2010

Business Growth


The Challenge This business came to us in the shape that many do: it had been established with j..


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18-Nov-2010

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  1. Self-funded retirees benefit in 2012-13 Terry Dewing 11-Jan-2012
  2. Personal Property Securities (PPS) Terry Dewing 09-Jan-2012