Case Studies.
How A Strategic Organisational Structure Saw A Single Retail Outlet Transform into National Franchise
Team Locumsgroup had the task of providing financial advice and a strategic ownership structure to help a client expand their single retail outlet into a thriving national franchise…
Emergency!! When disaster strikes – how do you know your insurance cover you in the many ways you will need?
No one plans for a debilitating sickness or injury and the potential loss of future income. While health sits at the top of our list of priorities the ability to alleviate the outcome through insurance should not be overlooked…
Intergenerational wealth – how do I secure my hard earned money for my bloodline beyond my demise?
In this case study careful attention to estate planning protected family wealth in a deceased estate from favouring non bloodline (relatives by marriage or defacto) from being challenged by the non bloodline beneficiaries of the will…
Early Retirement – Is It Feasible In Our Modern World?
Melanie became tax efficient through salary sacrifice of her superannuation while reducing debt and ending in a position of low debt and improved asset position. Wills, estate planning and insurance all reviewed…
