We’ve uploaded a new fact file about Allocated Pensions and Annuities. A regular income stream from an Allocated Pension or Annuity can be an effective way to fund your retirement. It’s important to understand how they work, to ensure they are right for you. Click to learn more about Allocated Pensions and Annuities.
Category Archives: Allocated Pensions
Financial Planning Case Studies – 2009
Case Study – 50 year old with super Beverly was a 50 year old teacher who’d accumulated around $150,000 in her work super fund and another $50,000 in a term deposit. Her children had recently left home and she was ready to begin saving for her future. We spent a few meetings with Beverly helping…
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