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News Category: Client Stories

A new way to invest: Hannah's story

Hannah, 26, started looking for a new way to invest when she discovered her financial planner had failed to fulfil explicit requests she had made for her investments.

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Sarah Sorenson Six Park Client Story With Daughter Mia 2 Hori Crop

A smarter path to diversification: Sarah's story

Accountant Sarah Sorenson wanted diversification without the time commitment required to actively manage stocks, so she looked to robo advice.

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Smsfclientstory

Lower cost, greater trust: Tim and Barbara's SMSF story

When entrepreneurs Tim Offor and Barbara Sharp were researching how to invest their self-managed super, they chose a combination of human intelligence and smart automation.

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