News and insights

Category Archives: Client stories

Customer stories: Unforseen expenses

Our retirement solutions specialist, Fiona Navarro, discusses contingency funding. This might be for a range of purposes:   unexpected large... Read more

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... Read more

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... Read more

Client stories: Rob

Our Retirement Partnerships specialist Fiona Navarro shares Rob’s story.   Rob lives at home and requires 24-hour care, an expensive... Read more

Client stories: Judy

Our Retirement Solutions specialist Shelley Wettenhall shares Judy's story.   This is not an uncommon tale - a person who,... Read more