Welcome back to our CASE STUDY SERIES, where we are outlining some of our clients and the different strategies we put in place for each. For some back ground on the series, see the intro here.
Jason is a 35-year-old Manager earning $120,000 pa. He is single and owns his own town house worth $550,000. The outstanding loan is $320,000. He specifically came to talk to us to talk about investing. He also wanted to address his income protection insurance. When he first put it in place 5 years ago, he was earning $65,000 and wants to be covered for his current salary.