Client stories
The below stories illustrate how we have helped our clients achieve their financial goals and objectives, particularly during difficult circumstances. At Setch Group, we understand that everyone’s financial journey is unique and challenging. We take pride in partnering with our clients to create personalised plans that cater to their individual needs and aspirations. Discover how we helped Australians just like you overcome their financial hurdles and achieve their goals. These stories are for informational purposes only and do not constitute financial advice, and may have been changed to protect the privacy and confidentiality of our clients. Please consult with one of our financial advisers before making any financial decisions.
Case studies
Superannuation and Debt Management
Robert is 59 years old and single. He earns over $150,000 but still has a mortgage, a car loan and personal debt, and is somewhat exposed to rising interest …
Learn MoreMortgage, Investments and Insurance
Costa and Susan have two children and are in their early thirties. They have a mortgage and surplus savings, they are looking for ways to accumulate wealth a…
Learn MoreRetiring Early
Matthew is 49 years old and has children from a previous relationship. He has a house, a car, a boat and a motorbike but a low super balance.
Learn MorePortfolio Construction and Wealth Management
Peter and Aisha are in their 40s. Peter is in the construction industry but has not been happy with the performance of his superannuation. He notices that ma…
Learn MoreInvestments and Superannuation in the context of Relationship Separation
Sandra is 52 years old and has recently separated from her partner. Sandra owns a house with a mortgage from a previous relationship, and she owns a property…
Learn MoreInsurance and Wealth Accumulation
Robin and Noa have two young children and are 40 years old. Robin earns close to $90,000 and Noa earns close to $160,000. They have a mortgage and a personal…
Learn MoreFinancial advice for Blended Families
Weng and Karen are 62 years old and 54 years old respectively and have non-dependent children from previous relationships. They have been divorced.
Learn MoreFinancial Advice for Young Families
Patrick is a devoted father with a young family. He has a solid income and wants his superannuation to work hard for his family’s future. Like many Australia…
Learn MoreWealth Accumulation including Ethical, Sustainable and Governance Investing
Thao is in her late twenties and single. She recently bought an apartment but is renting, and has an interest in wealth accumulation with an ESG theme. Furth…
Learn MoreInsurance
Brydon is 37 years old and has been working in the mining industry and contributing to a default superannuation fund offered by his employer. His family circ…
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