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Client Case study #3

Eric and Aimee Cassel, 60

Australian Executive & Family, Permanently Relocated to the US

Primary Goals:
  • Late stage career planning and transition to retirement in the US
  • Setting up a clear retirement income plan which takes into account his Australian investment property, managed fund portfolio, inheritance and Superannuation
  • Selecting and coordinating advice with an Australian financial planner

The Challenge

The Approach

The Cassel's know they don't have the necessary expertise nor time to handle these matters on their own, which is why they pursued professional help from a financial planner.

The Results

When the Cassel's hired a financial planner, they were concerned about more than just their investments. Eric wanted help with the entire financial picture, especially retirement income planning, recommendations on how to handle his global assets, and taxes.

A comprehensive plan was put together that met all their needs:

Note: The above case study is hypothetical and does not involve an actual Areté Wealth Strategists client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Areté Wealth Strategists is engaged to provide investment advisory services.

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Investment advisory services offered through Arete Wealth Strategists, a Securities and Exchange Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota, California and in other jurisdictions where registered or exempted. Please click here for more important disclosure. Click here to read our Form Client Relationship Summary