Case Studies & Insights

What was their situation when we met? We recommended and implemented Buy Sell cover which allows the selling of a portion of the business to the remaining partners whilst taking…

What was their situation when we met? A successful software business had an issue with regards to their Buy Sell cover and agreements that they wanted to review. We reviewed…

What was their situation when we met? We were referred a medical client by their accountant and asked to assist with personal insurance and wealth planning, particularly superannuation, equity, and…

What was his Current Situation? Cameron and Christie came to Trumpet after being referred by one of our referral partners.  As a medical professional Cameron running his own practice Cameron…

What was their Current Situation? Michael and Anita were referred to Trumpet through an existing client, the way most clients come to seek advice from us.  With a busy residential…

Who are they and what is their current situation? They are a professional couple with young kids who worked hard to build up a reasonable asset base but they still…