Case studies
| For financial adviser use only |
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Retirement income case studies
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.
Lifetime annuity: Carrie and Chris case study
Find out how Challenger's RBA cask linked option has helped Carrie and Chris revisit their retirement plan to increase their certainty of attaining retirement income outcomes.
Age Pension uplift strategy: Charlotte and Charlie
An illustrative case study showing how a 30% allocation to a lifetime annuity can make a big difference today and tomorrow.
Improving Age Pension: Christine
Discover how investing in a lifetime income stream helped ensure Christine can always afford to live the life she loves
Improving Age Pension: Charlotte and Charlie
Discover how investing in a lifetime income stream helped Charlotte and Charlie improve their Age Pension outcomes.
Aged care case studies
CarePlus: Jane case study
Meet Jane who wants to afford her ongoing aged care fees and living expenses and provide an inheritance for her children whilst retaining access to some funds.
CarePlus: Gwen and George case study
Meet Gwen and George who want to afford their ongoing aged care fees and living expenses now that they are both living in aged care and provide an inheritance for their children if either of them pass away.
CarePlus: Dorothy case study
Meet Dorothy who wants to afford her ongoing aged care fees and living expenses after her husband passed and keep their former home as an inheritance for her children.