Skip to content
02 8215 1511
Get in touch today
  • Home
  • About Us
  • About You
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Super/SMSFs
    • Insurance
  • Resources
    • Blog
    • Knowledge Centre
    • Financial Services Guide
  • Contact

Case Study: How Strategic Super Advice Gave One Couple Confidence to Retire on Their Terms

Retirement PlanningBy Rachel StevensAugust 27, 2025

In late 2024, Ben and Sally found themselves at a crossroads.

Ben, 59, had just been made redundant after a long and successful career as a senior operations manager earning $350,000 per year including bonuses. Sally, 60, had already stepped away from the workforce…

How can we help?

Get in touch today
Services
  • Financial Planning
  • Retirement Planning
  • Super/SMSFs
  • Insurance
Contact

Email us

02 8215 1511

Sydney Australia

Mon–Fri, 9am–5pm

© 2025 Lighthouse Financial Group. All rights reserved.

Complaints Policy  |  Privacy Policy  |  Financial Services Guide

Lighthouse Financial Group Pty Ltd, Authorised Representative 000287794 ABN 221 13 759 952 is a corporate authorised representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357 306. The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Go to Top