Client Stories
Financial Scams and bad advice are always bad news. Sharing some of the cases we work on for our clients can help others know if they’re in a position to need our expertise.*
Gary’s Story
Gary was advised by a Financial Advisor to establish a Self Managed Super Fund (SMSF), rollover his existing superannuation into the SMSF, and use the SMSF funds to engage in an options trading strategy, and lost his retirement savings.
Kim’s Story
Kim was provided inappropriate financial advice for her situation, and almost lost her life savings
*Please note
While the clients stories represented here are true specific information, such as client names, personal details, and exact financial amounts have been amended for legal and privacy reasons.
These stories are shared with the intention to assist and inform others so that, wherever possible, no one else ends up in the same situation.