Case Studies

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Sarah’s story

Life Insurance

Accident $1.5m

At 37, Sarah was happily married to 38 year old farmer Craig,..

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Jessica’s story

Critical Illness

Crohn’s Disease $10,000

Jessica is 32 and a graphic artist. She lives with her partner and daughter.

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Melissa’s story:

Income Protection

broken arm $6,500

Melissa is a 28 year old osteopath, self-employed in her own practice.

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Ethan’s Story

Investment

Imputation Bonds

Ethan owns a successful business with his wife Mary…

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Anna and Brendon’s Story

Superannuation

Super Consolidation and SMSF

Anna is married to Brendon…

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John’s story

Business insurance

Buy/Sell Agreement,

John is an entrepreneur and the breadwinne…

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Lucas’s story 

Critical Illness 

cancer $50,000

Lucas is nine and lives at home with his mum and dad, Emma and Patrick.

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Laura’s story

Income Protection

Cancer $250,000

Laura is a 27 year old dentist who recently used all of her savings to…

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Mark’s story

Life Insurance

stroke $300,000

Mark and Emelia, both 54, have worked in management positions…

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Susan’s Story

Salary Sacrifice

and salary packaging

Susan is a 40 year old full-time single mother of three.

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David and Kate’s Story

Investment

ChildBuilder Bond

David and Kate are long-time partners who are loving parents.

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Dennis’s story

Income Protection

depression $180,000

Dennis is a 48 year old self employed real-estate agent….

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John’s story 

TPD 

Parkinson’s Disease $1.3m

John is 56 and a successful surgeon. He is married with two university…

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Steve’s Story

Business Insurance

Car Accident $500,000

Steve is an entrepreneur who recently ventured in a new…

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Lisa’s Story

Business insurance

Stroke $500,000

Lisa is a renowned wedding gown designer and she co-manages…

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Gloria’s Story

Estate Planning

Imputation Bond

Gloria is a widow in her 70’s who wishes to leave…

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Ellen’s story 

TPD

Depression $900,000

Ellen is 44 and married with two young children. As the CEO of a large…

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Robbie’s story

Income Protection

Car accident $55,000

Robbie, 21, had recently finished a carpentry apprenticeship…

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Ben’s Story

Retirement Planning

Transition to retirement

Ben is a 56 year old electrician with 25 years of professional…

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Adrian’s Story

Superannuation

Salary Sacrifice

Adrian is a 28 year old full-time employee…

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Steve’s story

Investment

Imputation Bond

Steve is a hardworking airline captain and a sworn bachelor…

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