Retirement
Your business as a retirement fund
George had owned his small general store for the last thirty years. The business had its ups and downs ...
You can't eat your house
Marg and Paul are in their mid 50s. They've lived in the same family home for 20 years, doing it up ...
Spending financial assets
Richard and Lynne have just retired. Richard is 67 and Lynne is 65. They own their home (value about ...
Selling to family - Theresa
Theresa owned her own flat, worth $140,000, but by the time she was 70 she'd spent nearly all her retirement ...
Residential Care Subsidy - Viv and John
Viv was in her late 70s. Her husband John was in his 80s. John suffered a stroke a year ago and had been ...
Legacies - Margaret and Tom
Margaret and her late husband Tom had worked hard to make sure that their two children got a good education, ...
Downsizing - Henry & Sylvia
Henry and Sylvia married relatively late in life. Before that, they'd both lived in rental accommodation. ...
