Case studies
For financial adviser use only |
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Retirement income case studies
Case study: Michael and Michelle, a high net worth case study
Michael and Michelle are keen to leave their kids a significant benefit following their passing but also want the ability to spend comfortably and confidently in retirement.
Lifetime annuity: Maree case study
Maree wants to ensure she always have enough money to cover basic costs of living whilst living comfortably and ensuring her savings last the rest of her life.
Lifetime annuity: Frank and Fiona case study
Frank and Fiona want to ensure they always have enough money to cover basic costs of living whilst living comfortably and ensuring their savings last the rest of their lives.