Case study – Mike and Jeanette's story

Mike and Jeanette's details:

Age: 45 and 42

Occupation: IT Consultant and housewife

Situation: Originating from Australia, Mike and Jeanette move all over the Asia-Pacific region for Mike's work

How we helped Mike and Jeanette

• The family finances need to be carefully organised when they are constantly relocating.
• They open a cheque deposit account in the local currency then move funds from their main Australian dollar account to this new account online, at reduced rates.
  
• Mike and Jeanette worked out how much they need to invest, for their eventual return to Australia and for the kids’ education.
  
• One of our independent wealth managers gave them unbiased advice on the choices open to them, including several suitable investment funds.