Case Studies
How Trauma cover can change your life
- Jamie, 35
- Married with 2 children
- Stroke last November
- 5 months off work
To have a household retirement income of $300,000 p.a. after tax
- Sam, 53 and Trish, 52
- Combined annual income of $600,000
- Sam expects to work for another 3 years to achieve his retirement goal
- Have 2 children at private...
Save $100k a year and invest for the future
- Mining Executive
- Earns $450,000 pa
- Extremely busy, lots of international travel
- Not good at managing money
- Too busy to think about...
How Trauma cover can change your life
- Louise, 45
- Married
- Diagnosed wtih Breast Cancer
- 5 weeks off work
To increase turnover and profitability
- Business owner for 25 years
- Turnover of $10 million pa
- Knows where he wants the business to be...
- Doesn't know how to get there
An uncommon solution to a common challenge
John and Sandra owned a family business worth in excess of $1 million. They wanted to make the transition into retirement and sell the family business to their...
Get her out of the red
- Married with young family
- Medical Specialist
- Earns $500,000 pa in hospital system
- Limited savings plan owns home and...