Case Study: Cleaning up investments and ownership structures
In this case study episode, Stuart delves into the transformative journey of a couple who started working with Prosolution in their mid-40s, back in September 2016, with a $900k investment portfolio. Over the past eight years, they've grown their investment assets to $2.5 million, a remarkable 2.8x increase.Stuart discusses how Prosolution played a crucial role in cleaning up their investments and ownership structures, including eliminating expensive managed funds, optimising direct shares, and strategically using a trust with a corporate beneficiary. The clients also benefited from expert…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.