Case Studies

Marigold Botton Marigold Botton

The High-Income Family Who Still Didn't Feel Financially Secure

Financial confidence isn't about how much you earn.

It's about understanding where you're heading and having a strategy to get there.

For John and Jane, financial planning wasn't about investments or products. It was about gaining clarity, making informed decisions and creating a roadmap for the next stage of their lives.

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Marigold Botton Marigold Botton

The Engineer With $200,000 in Cash and Too Many Choices

At 33, Michael had done what many ambitious professionals aspire to do.

He was earning approximately $250,000 per year as an engineer, had accumulated $200,000 in savings and had built a superannuation balance of around $180,000.

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Marigold Botton Marigold Botton

Starting Again at 53

After a long-term marriage ended, Sarah found herself rebuilding her financial life.

A successful corporate lawyer earning more than $500,000 per year, she had spent decades balancing a demanding career with raising a family.

While her career remained strong, her personal financial position had changed dramatically.

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Marigold Botton Marigold Botton

Building Wealth Together: Getting the Foundations Right

The best time to build a financial plan isn't when things go wrong.

It's when life is going well.

Small decisions made early can create significant opportunities over the long term, especially when they're supported by a clear strategy and a strong financial foundation.

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