Case Studies
John and Rachel are scratching their heads trying to understand why they aren’t better off
They are in their late thirties and have a reasonable income and a moderate lifestyle but they don’t have anything to show for it….they’re really wondering where their money is going and how they’re going to get ahead without making major sacrifices
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Matthew is a real go-getter but money slips through his fingers as quickly as he gets it
He’s the top salesperson in his office and both his company and clients love him. He works really hard and plays just as hard. Each quarter, he normally gets a sizeable sales bonus but it’s often gone in two weeks and he’s back to living off his more modest salary
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Tim and Sarah are over the moon because they’ve just found out that they’re expecting their first child but the news has also created some financial worry for them
Firstly, they’re still repaying the personal loan for the wedding but now they’re going to be down an income as well and, let’s face it, kids aren’t cheap.
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