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Case Studies: Retirement

How the right advice can help

You can use a variety of investment strategies to help achieve your retirement goals. The following case study provides an example.


Case study: Lifetime annuity: Maree case study

Maree wants to ensure she will always have enough money to cover basic costs of living whilst living comfortable and ensureing her savings last the rest of her life.

Download our case study  to see how Maree sets up the lifestyle she wants in retirement. 




These case studies are for illustrative purposes only and are based on specific assumptions. Outcomes will vary depending on individual circumstances and assumptions used.  They are not to be taken as personal advice and are intended to provide general information only. They do not take into account your individual needs, objectives or personal circumstances.

This case study is based on information that is current as at 14 October 2022 unless otherwise specified and is provided by Challenger Life Company Limited ABN 44 072 486 938, AFSL 234670, the issuer of the Challenger Guaranteed Annuity (Liquid Lifetime) and the Challenger Guaranteed Annuity (collectively referred to as the Annuities), and Challenger Retirement and Investment Services limited ABN 80 115 534 453, AFSL 295642 (together referred to as Challenger).

This web page may contain general advice.  You should consider talking to a financial adviser before making a financial decision.


Sound advice is the key to success

As you can see from these case studies, an experienced financial adviser can help you identify the areas of greatest risk to your situation. John Bellas Financial Services Pty Ltd offers knowledge, expertise and experience in this area. We’ll take the time to understand your individual circumstances and then recommend appropriate insurance strategies to help protect your family and assets.

Start Planning Now!

A John Bellas Financial Services Pty Ltd financial adviser can help you plan a successful retirement.

Please contact us via phone or through our contact form.

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If you would like to discuss your situation or make an appointment, please contact us through our contact form below.