Case Studies

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Discretionary Portfolio Management

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The Smiths start by getting their investments on track.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Financial Planning

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The Smiths get a financial plan to ensure they can meet their retirement goals.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Insurance*

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With the plan in place, the Smiths look at ways to prevent financial tragedy.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Tax Planning

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With their retirement goals on track, the Smiths wonder where to put their current savings, to get the best tax bang for their buck.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Estate planning

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The Smiths work with Clear Sky to ensure that their assets are passed to the next generation efficiently.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Decumulation Planning

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Nearing retirement, the Smiths wonder which accounts they should withdraw from first.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Discretionary Portfolio Management

Financial Planning

Insurance*

Tax Planning

Estate planning

Decumulation Planning