Case Studies


Private Wealth

We believe that everyone should have access to quality financial advice, regardless of their budget or circumstance. Our mission is to help our clients achieve their financial goals and dreams, whatever they may be.  Our clients range from everyday mums and dads, high net worth individuals, and organisations across Australia and the globe.

Whether you’re looking to plan for retirement, buy your first home (or third investment property), invest your organisations funds, or just get your finances in order, Thesan Private Wealth can help.  With our team of experienced advisers and industry knowledge, we can provide you with the best possible service and advice, no matter where you are in life.

Financial Planning advice is provided by Thesan Private Wealth, Corporate Authorised Representative #1298410 of TFS National Pty Ltd, Australian Financial Services Licence No. 532141, granted by the Australian Securities and Investments Commission (ASIC). This licence allows Thesan Private Wealth to offer the highest quality advice to clients, enhanced through the use of internally and externally researched investment, superannuation, and insurance solutions.

Building Wealth And Securing Dreams

The Journey Of Hugo And Gladys

Hugo and Gladys, a young professional couple, were seeking financial guidance to confidently plan for their future. They wanted to start a family, but were unsure how they could manage financially without Gladys’s income. Additionally, they were concerned about their inherited investment property and underperforming super funds.

Download our Case Study - Building Wealth And Securing Dreams


Navigating Early Retirement

A Success Story With Peter And Juliena

Peter and Juliena, a married couple in their midfifties, were seeking financial guidance as they prepared for retirement. With the complexities of their voluntary redundancies and the need to sustain their income throughout retirement, they wanted advice on their finances.

Download our Case Study - Navigating Early Retirement


Inheritance, what now?

What to Do With an Inheritance

Inheriting a large sum of money or property can be an intimidating experience. Unfortunately, many people do not manage their inheritance well enough and end up in financial trouble within two years! Fortunately, there are ways you can make sure your windfall doesn’t result in disaster – if you know where to start.

Download our Case Study - Inheritance Options


Asset Protection using Personal Insurances

Personal Insurances

As a financial adviser that’s been providing advice for almost 20 years now, I often talk to people who have negative feelings when it comes to life insurance. However, whenever your financial situation changes (like buying or selling a property), you should take to the time to review your personal insurances.

Download our Case Study - Insurances Myths

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