Financial Goals:
- Review Super fund costs
- Take out Life Insurances
- Increase payments on principle mortgage if possible

Chris & Tania have been married for 5 years and have one child aged 2.
Tania works for the AFL marketing department earning an Income of $88,000 and Chris is a qualified Marble Floor Tiler earning an income of $95,000.
Both Chris & Tania have been given a sizable salary increase in the last 6 months and wanted to make sure that they are doing as much as possible to utilize this extra income.
Both Chris & Tania were in Industry fund that had been set up by their respective employers.
They both decided to review their funds with an adviser as they felt the industry fund had a set and forget mentality and there was no adviser or anyway to get what they thought was real independent advice.
Knowing that they have a child and a mortgage they realised that they needed insurance cover to protect the family in the event of any crisis out of their control.
Read these real life case studies:
+ Peter Hendricks & Anna Woodford
+ Stephen & Nicole Collingwood
+ David House
+ Judy Peters