Case Studies - Personal Insurance

Every Australian family has different personal insurance needs specific to their unique circumstances.

While your situation will be different to the example below, reading the case study that best fits can give you an idea of the things you'll need to consider regarding personal insurance options.

  • Single, Working
    Peter is single, earning a good income, but a mountain bike crash has some serious consequences to his lifestyle and ability to work as an electrician.
  • Couple with Two Incomes
    Sally and Jim are young professionals aspiring to own their own home, but their plans are derailed when Sally is diagnosed with breast cancer.
  • Couple with Children, Single Income
    Simon and Susan have 2 children, and mortgage on a beautiful home, but Simon is the sole breadwinner.
  • Couple near retirement, home owners with adult children
    Bev and Phil didn't think they needed insurance any more, as they are in a secure financial position and approaching retirement - but what about their children?

Using these guides, you’ll know exactly what to expect from your financial adviser, and get insight into the steps you can take to make the most of your income and assets.

If you have a question that isn't answered here, contact us to find out what you need to know.

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