Lina’s Story
“Thanks for understanding my needs and wants.”
The Challenge
Lina wanted to change her superannuation to reduce the cost and to stay in an ethical option. She also wanted to allocate funds into a responsible investment option over the longer term to help junior members of her family when they were young adults. Additionally, Lina wanted to better understand how to assess her personal insurance requirements and the estate planning rules around who could be the legal beneficiaries of her super.
“Thanks, Elizabeth, for taking me through this and all the work you did to understand my needs and prepare this plan of action for me.”
The Outcome
Lina now has a clear financial strategy moving forward and understands her options and responsibilities, especially in relation to the younger members of her family. She is paying less for her super which is also invested in a more ethical fund.
How We Did It
We explained Lina’s options to her clearly, providing advice on superannuation, insurance and estate planning.
We helped Lina find a super fund that met her ethical standards and advised on sustainable investment options for junior family members.
We developed a financial plan to help make Lina’s costs more manageable while ensuring she understood who was eligible to be a beneficiary in and out of her super, based on super law.