Case Study

Case Study: Retirement advice, including Defined Benefit and Direct Property decisions

Case Study: Retirement advice, including Defined Benefit and Direct Property decisions

This case study provides a summary of the process we took and the findings we made for clients of ours that were nearing retirement.

A key concern of all pre-retirees is whether they have sufficient funds to live the lifestyle they want in retirement. In this case, we completed several types of calculations, aiding our clients in choosing a defined benefit option, whether selling a property to reduce debt might be beneficial and how their position could look in retirement.

Case Study: Business Partnership Insurance

Case Study: Business Partnership Insurance

The following case study is a look at how we helped clients of ours that had not reviewed how their business had changed since last they addressed their business partnership insurance needs. It demonstrates the process we took to determining appropriate changes to their insurance setup and the outcomes of that process.

Case Study: Planning for Centrelink & Re-contribution Strategy

Case Study: Planning for Centrelink & Re-contribution Strategy

The following is a case study of clients we helped transition into retirement by providing clarity around how their financial position could look in retirement, along with analysing options on how they could structure their assets for their retirement. Ultimately, this lead to eligibility to the Centrelink Age Pension and a reduction in estate taxes to any non dependent beneficiaries.