Sarah’s story
Life Insurance
Accident $1.5m
At 37, Sarah was happily married to 38 year old farmer Craig,..
Jessica’s story
Critical Illness
Crohn’s Disease $10,000
Jessica is 32 and a graphic artist. She lives with her partner and daughter.
Melissa’s story:
Income Protection
broken arm $6,500
Melissa is a 28 year old osteopath, self-employed in her own practice.
Ethan’s Story
Investment
Imputation Bonds
Ethan owns a successful business with his wife Mary…
Anna and Brendon’s Story
Superannuation
Super Consolidation and SMSF
Anna is married to Brendon…
John’s story
Business insurance
Buy/Sell Agreement,
John is an entrepreneur and the breadwinne…
Lucas’s story
Critical Illness
cancer $50,000
Lucas is nine and lives at home with his mum and dad, Emma and Patrick.
Laura’s story
Income Protection
Cancer $250,000
Laura is a 27 year old dentist who recently used all of her savings to…
Mark’s story
Life Insurance
stroke $300,000
Mark and Emelia, both 54, have worked in management positions…
Susan’s Story
Salary Sacrifice
and salary packaging
Susan is a 40 year old full-time single mother of three.
David and Kate’s Story
Investment
ChildBuilder Bond
David and Kate are long-time partners who are loving parents.
Dennis’s story
Income Protection
depression $180,000
Dennis is a 48 year old self employed real-estate agent….
John’s story
TPD
Parkinson’s Disease $1.3m
John is 56 and a successful surgeon. He is married with two university…
Steve’s Story
Business Insurance
Car Accident $500,000
Steve is an entrepreneur who recently ventured in a new…
Lisa’s Story
Business insurance
Stroke $500,000
Lisa is a renowned wedding gown designer and she co-manages…
Gloria’s Story
Estate Planning
Imputation Bond
Gloria is a widow in her 70’s who wishes to leave…
Ellen’s story
TPD
Depression $900,000
Ellen is 44 and married with two young children. As the CEO of a large…
Robbie’s story
Income Protection
Car accident $55,000
Robbie, 21, had recently finished a carpentry apprenticeship…
Ben’s Story
Retirement Planning
Transition to retirement
Ben is a 56 year old electrician with 25 years of professional…
Adrian’s Story
Superannuation
Salary Sacrifice
Adrian is a 28 year old full-time employee…
Steve’s story
Investment
Imputation Bond
Steve is a hardworking airline captain and a sworn bachelor…