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Maximising retirement income through Age Pension optimisation
Case Study Adrian Rubinich 7/4/26 Case Study Adrian Rubinich 7/4/26

Maximising retirement income through Age Pension optimisation

How we utilised a sheltering strategy to boost the age pension entitlement for our clients John and Mary.

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Guiding a client through a life-changing event
Case Study Adrian Rubinich 1/4/26 Case Study Adrian Rubinich 1/4/26

Guiding a client through a life-changing event

Illustrating the power of protecting yourself from unexpected events. Our client has received over $1m in insurance payouts due to being unable to work due to her mental health.

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Turning a property windfall into a retirement launchpad
Case Study Adrian Rubinich 30/3/26 Case Study Adrian Rubinich 30/3/26

Turning a property windfall into a retirement launchpad

How we helped a couple significantly reduce the capital gains tax bill from the sale of an investment property.

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Turning a $78,000 tax bill into a retirement win!
Case Study Gregg Zappara 9/3/26 Case Study Gregg Zappara 9/3/26

Turning a $78,000 tax bill into a retirement win!

How we helped our clients save $78,000 in tax and grow their super by $200,000 in 12 months

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Propel Wealth Pty Ltd. ABN 56 166 389 493 is an authorised representative of GPS Wealth Limited. ABN 17 005 482 726 holder of Australian financial services licence number 254544. GPS Wealth Limited is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. 

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The advice provided here is general in nature only as, in preparing it we did not take account of your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should consider the relevant Product Disclosure Statement before making any decision relating to a financial product.