Category Archives: Case Studies

Breast Cancer Awareness Month – Financial Planning Tips

Breast Cancer and Trauma Insurance

October is known internationally as Breast Cancer Awareness month. You’ve probably seen the ads on TV or in the newspaper, and there are a number of companies doing numerous activities to promote breast cancer awareness. It is estimated that one in nine women will be diagnosed with breast cancer before the age of 85. The…

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…