Case Studies
If you’ve never used a financial planner before you may not be certain of what it entails. These case studies are here to help. They are all fictitious, but nevertheless represent the typical type of client that comes to us for help. Each one is also designed to cover the five different groups of people who would typically use our services.
Planning for retirement:
Michael Sandbourne's
experience
The detailed plan Michael received added clarity to his affairs and helped him move towards retirement with confidence…
In retirement:
Carol & Greg Patrick's
experience
Via a series of effective, interconnected recommendations they were able to meet all of their objectives…
Lump sum investment:
Kevin Li & Ali Bayan's
experience
On the one hand, they felt they had enough money to do these things, but then again, they could be fooling themselves…
Complex affairs:
Arabella Denby's
experience
The first thing Arabella said to her Good Green Money adviser was to apologise for the complexity of her situation. But that wasn’t a problem…
Charitable intent:
Darius Gayle's
experience
We helped them segment their goals between those of themselves as a family, and those related to their charitable aims…
