Case Studies

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CASE STUDY: Why It’s Important to Understand Your Superannuation

Financial Stability - Case Study Superannuation

In a recent review appointment with my client, they mentioned, in passing, that their adult daughter was concerned that her modest superannuation balance was quickly diminishing.

Additionally, they went on to say she was struggling financially, trying to find a job, raise 2 young kids, and trying to save money for a home deposit. Her husband was working extraordinarily long hours, further exacerbating the home situation.

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