Case Studies

Case studies

Everyone’s situation is different.

That’s why our plans are individually tailored to your specific needs and are flexible, so can change whenever you need them to.

Here’s some examples of how our equity release plans can be used to solve a variety of problems in retirement.

*The information in the videos below is general in nature and has been prepared without taking into account the needs, objectives, or financial situation of any particular individual. Individuals should consider their own circumstances and, if necessary, seek professional advice. All equity release products are subject to the terms, conditions and approval criteria of the providers and fees and charges apply.

'I want a little more income in retirement'


Former small business owners Frank and Rose, both 67, would like to boost their monthly income to make their life more comfortable and do more of the things they like to do in retirement.

'Debt is causing us financial stress'


Bob and Anne are feeling financially stressed. Retirement is going pretty well for these healthy 69-year-olds – but for the last ten years they’ve been carrying some DEBT – which is NOW a real problem.

'My savings are impacting my pension'


Trevor and Margaret have worked really hard to save for their retirement. They’ve paid off their $600,000 house and have no debt. While that’s good, the couple’s $275,000 in savings (along with some other financial assets) is significantly reducing the amount of Age Pension they receive.

'I want a new car, renovations & holiday'


Ange is finally going to take that European trip she’s been dreaming of for so long. She also wants to do a house renovation. To do all this, pensioner Ange is going to need to get hold of a fairly large sum of cash.

'I need aged care funding'


To secure Roger’s place, the couple must find $120,000 now – part payment of the hefty Refundable Accommodation Deposit (RAD). They don’t want to sell the home and move Betty out of the street she loves.

'I want access to cash for a rainy day'


We all feel better knowing we’ve got something tucked away for life’s unexpected events. Find out how Trevor and Margaret can rejig their finances so they receive more Age Pension but still have access to lump sum cash should they want or need it down the track.

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