Case Study 1 - Bill and Sally (Real Names Removed For Privacy Reasons)
Bill and Sally came to TMS Financial because they were stressed. They worked hard in their wholesale clothing company but didn't get much profit for all the hours they put in.
They had assets but they were not protected and they were worried about what would happen if they got sued. They could lose everything they've worked for.
They had some big goals they wanted to achieve in three short years, but with the way their current situation was looking, these weren't going to happen any time soon.
By working with TMS Financial Bill and Sally were able to turn their lives around, achieve their three year goals plus much more.
To read about how we helped them reach their goals way ahead of what they had hoped, enter your name and email below to get a copy of their full case study.
Case Study 2 - Peter and Jenny (Real Names Removed For Privacy Reasons)
This couple, Peter and Jenny, came from Cambodia originally and had moved to Sydney from New Zealand after getting married.
Peter and Jenny had tried to make money in New Zealand but found it really difficult, so moved to Sydney with a big goal and hope for a better future.
Peter was really worried about getting into trouble with the ATO if he didn't do things right and was concerned about how much time it would take to do what they needed, so they came to me to help them get set up properly before they started their new business and wealth building journey.
Peter and Jenny got their business and retirement funds structured through us to achieve maximum safety and tax savings. This also helped them to build their wealth faster.
They are much relieved from the stress of worrying about the ATO and are enjoying peace of mind.
After 20 years Peter and Jenny are still very happy clients knowing they have financial advisers in their corner they can totally trust and manage their financial affairs in a way that helps them reach their goals sooner.
To read the full story enter your details below.
Case Study 3 - Susan (Real Name Removed For Privacy Reasons)
Susan is a single mother who has worked hard to accumulate several investment properties.
She is worried about protecting them as they are all in her own name and hopes nobody will sue her and take them from her.
She has a successful career as a dentist but pays a large amount of tax and would like to reduce this as much as possible.
By disclosing to us everything about her situation and her goals, Susan is very pleased to be paying much less tax, have her investment properties protected and making her more money than before.
Susan is another long term happy client.
To read about how we helped Susan achieve these things enter your name and email below to get a copy of her full case study.
Case Study 4 - John and Kristy (Real Names Removed For Privacy Reasons)
John owns a trucking business that's doing very well and has been splitting the income with his wife but are still in the highest tax bracket so pay huge amounts of tax every year.
He and his wife Kristy own a lot of investment property but its all in their own names so are very concerned about asset protection and the possibility of losing everything they've worked so hard to gain.
John and Kristy are overjoyed about the fact that Eng and her team have gone over past tax returns and found errors and fixed them. This resulted in them saving over $100,000 in tax.
By using smart structuring and good strategies their properties are now fully protected and are working harder than ever to build wealth for this couple.
Their business has been re-structured as well resulting in John and Kristy enjoying a much lower tax bill every year.
If you have a hefty tax bill every year too and would like to read the full story, enter your name and email below to get a copy of their full case study.
Case Study 5 - Steven and Amanda (Real Names Removed For Privacy Reasons)
Steven and Amanda both work very hard and earn a high income and are close to retirement age.
They also have a lot of property, one in particular generates a very large amount of income. They don't have peace of mind that there assets are fully protected.
Because of these reasons they both are in the highest tax bracket paying huge amounts of tax.
Steven and Amanda are so happy they have found a trusted CPA Financial Adviser and SMSF Specialist who has been able to protect their assets and reduce their annual tax bill by a hefty sum giving them more wealth to enjoy into their retirement.
If you're looking for a way to ensure you can enjoy your retirement more fully, enter your name and email below to get a copy of their full case study.
Ready for us to help you transform your finances?
Click the button to book your free 15 minute financial health review.