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Customer stories: Unforseen expenses
Our retirement solutions specialist, Fiona Navarro, discusses contingency funding. This might be for a range of purposes: unexpected large...
Customer stories: refinancing a retiree’s mortgage
Audrey lives on the Central Coast of NSW and is a spritely, active 86 year old. She lost her husband...
Client stories: transition to aged care
Our Retirement Solutions specialist Shelley Wettenhall shares the story of a client struggling with dementia and her daughters' desire to...
Client stories: Rob
Our Retirement Partnerships specialist Fiona Navarro shares Rob’s story. Rob lives at home and requires 24-hour care, an expensive...
Client stories: Judy
Our Retirement Solutions specialist Shelley Wettenhall shares Judy's story. This is not an uncommon tale - a person who,...