A need for advice
Alex Cohen, a recently retired Professor of Medicine at the University of Western Australia, has been a client of Jamie Luxton’s since 1995. Professor Cohen was no stranger to professional advice, and already used the services of a stockbroker, banker, accountant and solicitor.
What Professor Cohen was looking for, though, was a financial adviser who could help him manage his various assets.
A focus on super
A few years ago, Wayne Purnell was trying to boost his retirement savings, but was having trouble getting to where he wanted to be financially. Unsure of the next step to take, Wayne decided to get in touch with Nick Gahan to ask for some financial advice.
In addition to his full-time job, Wayne had recently started a fast food business. But despite his hard work, unfortunately the business hadn’t performed as well as Wayne had hoped – and he was in a worse financial position than before he’d started it.