Case Studies

Dale Brackenhofer


“They just don’t teach this stuff in school,” says Dale. “I knew I wasn’t managing my money as well as I could, but my initial conversation with Julie blew me away.”

Ben Hopkins


“I wanted to make sure I had all my financial stuff done right. It turns out I didn’t. They don’t teach you about superannuation at school, and I’d already bought…

Matt and Maddison


Matt, a young professional working in the mining industry, and his wife Maddison, were expecting their first baby when they went to meet with Julie…

Fahina and Shandelle Talanoa


For Fahina and Shandelle Talanoa, the past three years have represented safety, security and an increased confidence in the future.