The following case study looks at the position of 2 people.  The couple are fictional, but the facts and circumstances are typical of many people we have helpled over the last couple of decades.  The case study is based on legislation at the time of writing (1st May 2010).  Any future legislative change may affect the advice given. 

GENERAL

The recommendations are strategic and do not nominate specific products to fulfill the strategy.  Even if when reading the case study, your situation appears identical there may be other factors in your particular circumstance that could affect the advice that a professional adviser would give to you.  Therefore please do not implement any of the recommendations in this case study without seeking advice from an appropriately competent financial planner. 

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