Case studies
If you are interested in how other investors are using annuities, please take a few minutes to view these videos of Challenger clients talking about how annuities play a valuable role within their investment portfolios.
Barry
Barry, who is 78, uses his annuity to meet his retirement income needs.
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Jillian & Tom
Jillian and Tom's annuity is the foundation of their retirement portfolio.
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These case studies are for illustrative purposes only. Your situation may be different. None of the interviewees is intending to give financial product advice or provide an investment recommendation. Nor are they intending to give any, social security benefit or tax advice. Their comments do not take into account anyone else's objectives, financial situation or needs and it's important to consider these matters before making any investment decision. As with all investments there are both benefits and risks (refer to the relevant product disclosure statement). Please also refer to the disclaimer below for additional important information.
Any information contained in this publication is current as at February 2011 and is provided by Challenger Life Company Limited ABN 44 072 486 938 AFSL 234670, the issuer of all Challenger annuities, Challenger Retirement Services Pty Ltd ABN 80 115 534 453 AFSL 295642, the issuer of Challenger's superannuation and allocated pensions or Challenger Managed Investments Limited ABN 94 002 835 592 AFSL 234668, the issuer of units in the Challenger Guaranteed Income Fund ARSN 139 607 122. It should be regarded as general information only rather than advice. It has been prepared without taking account of any person's objectives, financial situation or needs. Because of that each person should, before acting on any such information, consider its appropriateness, having regard to their objectives, financial situation and needs. Each person should obtain a Product Disclosure Statement (PDS) relating to the product and consider that Statement before making any decision about the product. A copy of the relevant PDS can be obtained from your financial adviser, our Investor Services team on 13 35 66, or on our website.
If you acquire or hold the product, we and/or the Challenger group of companies will receive fees and other benefits which are generally disclosed in the PDS or other disclosure document for the product. We and/or the Challenger group of companies and our respective employees do not receive any specific remuneration for any advice provided to you. However, financial advisers (including some Challenger group companies) may receive fees or commissions if they provide advice to you or arrange for you to invest in the product. Challenger Life Company Limited, Challenger Managed Investments Limited, Challenger Retirement Services Pty Ltd, some or all of Challenger group companies and directors of those companies may benefit from fees, commissions and other benefits received by another group company.
