Tom had just retired. He and his wife Mary were looking forward to an overseas trip, buying a caravan for travelling around Australia and spending more time with the grandkids. In their discussions about retirement, some questions kept on coming up. One of them was “Are we doing this the right way?”
Tom and Mary decided to see a BankVic financial planner to see if BankVic could help answer this and other questions. It turned out they could.
After speaking with their BankVic financial planner, they decided to get a financial plan prepared. The main questions they were seeking answers to, were:
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