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Category: Client Story
Unlock your financial success as an IT professional: a tale of empowerment

Unlock your financial success as an IT professional: a tale of empowerment

Mar 26, 2024 | , , , ,

As a financial adviser based in Sydney, Australia, my role is to help clients navigate the intricate world of finance and investments. Recently, I had the privilege of assisting a client who is an Information Technology professional in making a strategic move to purchase additional employee shares at a reduced rate while simultaneously selling the same number of shares of vested RSUs (Restricted Stock Units). This is a success story that highlights the importance of sound financial advice and the potential benefits it can bring to individuals in the tech industry.

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Consistency is key to comfort: a client Q&A

Consistency is key to comfort: a client Q&A

Mar 26, 2024 | , , , ,

Jock Kelso started from humble beginnings and is now a retired radio advertising executive. With his lovely wife Dot, they have a family and lived in Sydney while Jock worked for various top radio stations and was Sales Manager at Radio 2UE Sydney. He describes these years as an incredible buzz, but could see that going onto senior management was not his forte, so instead decided to go out and set up his own company, MediaMart. During his career he managed radio advertising campaigns for numerous big name household brands.  Jock and Dot, his wife of 52 years, now live a comfortable and envious retirement. 

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