Case Studies

Examples of real life case strategies we have implemented with our clients

Xen Wealth

  1. Scenario
    Couple with young family specifically seeking superannuation and insurance advice.
    Solution
    Husband was reluctant to implement insurance advice however proceeded with coaxing from his spouse.  Life, TPD, Income Protection and Trauma insurance polices for husband and spouse commenced in 2009.
    Result
    In 2015, husband fell ill and became medically unfit to work in his designated occupation. Concurrent claims  facilitated successfully approved.
    Total and Permanent Disablement lump sum payment received.
    Income Protection benefit being paid monthly until he turns 65.

  2. Scenario
    Couple with no dependents seeking advice to purchase a second property to become their family home.  Looking to rent out out their current apartment.
    Solution
    Produced comparative lender reports however client sought to retain their existing mortgage provider.
    Result
    Liaised with all stakeholders (lender, solicitors) obtaining loan approval, loan execution within a designated deadline, keeping clients informed throughout the process. 

 

 

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