29 May

Posted at 10:50h in Case Study

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index=""][vc_column width="1/4"][vc_column_text] A Case Study [/vc_column_text][vc_separator css_animation="fadeInLeft" type="small" position="left" width_in_percentages="yes" color="#8dc73d" thickness="4px" width="20" up="10px"][/vc_column][vc_column width="3/4"][vc_column_text]Tony and Susan were both retired and were drawing down from their superannuation pension accounts for their daily expenses. They had worked hard over the years and had significant superannuation balances. Both believed in getting expert advice. They had been using a financial planner and paying him an ongoing fee for his services.[/vc_column_text][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" css=".vc_custom_1592566773643{padding-top: 75px !important;padding-bottom: 75px !important;}" z_index=""][vc_column][vc_column_text] The trouble was that neither Tony or Susan had heard from their financial planner for...