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Case studies

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Sandra, Queensland school teacher

Financial Security in Retirement

 

Queensland school teacher Sandra from Redcliffe first got in touch withGeoff Sharpe in 2007. With her retirement approaching, Sandra wanted someone to give her the financial guidance she needed to set herself up for the next phase of life. “I’d previously received some investment advice from my super fund, but each time I contacted them I spoke to someone different,” Sandra said.“That wasn’t what I was looking for, though – I preferred to have an ongoing professional relationship with one person.”

 

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Callum & Leanne Howell

Building your Financial Future

 

After living in the UK, Callum and Leanne Howell returned to Australia in 2005 to settle down and start a family. To make sure they were heading in the right direction financially, the couple approached Geoff Sharpe for some professional advice – and they’ve enjoyed working with him ever since.

“Geoff and his wife Juliette are of a similar age to us and have a similar family situation,” Callum said. “We like that because Geoff gets where we’re at and what we want to do.”

 

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Jim & Barb Hogan

A Financially Secure Future

 

Jim and Barb Hogan from Everton Hills first got in touch with Geoff Sharpe in 2008, when they were both working for the Australian Tax Office. Since leaving the army
20 years earlier, Jim had been doing some DIY investing, but he and Barb felt it was time to start planning seriously for their retirement.

 

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Testimonials

 

Retirement Planning

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Retirement Planning

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