WORKING
WITH ME
… some of our real life cases

Case Study
KEEPING IT IN THE FAMILY – GIFTING EQUITY
Justine was introduced to John & Joan who owned a property but were looking to emigrate to Portugal. As they owned their house outright, they
August 3, 2023

Case Study
BUSINESS PROTECTION – TALK TO ME
Mr Mike & Mr Kurt Simson are 2 brothers that own an established building company which trades through a limited company. They both work really
August 3, 2023

Case Study
YOUR BANK SAID “NO” – TALK TO ME
Embarking on Homeownership: Jack’s Journey with ME Jack is a hardworking individual who, after spending years living with his parents, was ready to take the
August 3, 2023