HPH Solutions Financial Planning Case Studies

This case study shares a client strategy we conceived to reduce their assessable capital gain by $1 million, while reducing future tax burden on their children.

Alice and Max’s business was thriving. But then the unthinkable happened - Max passed away suddenly leaving Alice with a business to run.

Frank is like many of the high-income medical professionals we work with. He loves his work so he works a lot and spends far less than he could. This sees a large portion of his disposable income going unspent.

When farmers Graeme and Victoria first came to us, their goal was simply to reduce insurance premiums and simplify their super.

Grace now knows how much money she has to spend, and is more confident about spending it on home improvements to make her life more comfortable.

This case study shares how you can use insurance claims to your advantage along with financial strategies to maximise investments.

Jim and Susan are 5 and 12 years away from retirement respectively and decided to meet our financial planners to get a solid financial plan in place.

Ben and Sarah would be able to draw down $90,000 per annum in retirement until around 85 years of age and then $60,000 per annum thereafter.

This new superannuation strategy saved Rob and Marie around $24,000 per annum in tax. Our financial advisors provided a technical perspective of where and how to invest.