Sarah Sarah is a retired architect She was married for 25 years until her husband died about 2 years ago She now lives alone Financially, Sarah is comfortable in retirement largely as a result of following a financial plan as a married couple for many years Sarah is active, in good health and helps out as a volunteer in several community activities She likes to travel and is hoping to take an overseas trip each year for as long as her health will allow She has three adult children Sarah recently became a grandmother when her eldest daughter, who lives in Italy, gave birth to her first child Sarah is hopeful she can arrange her lifestyle to include occasional visits to Italy Sarah is conservative by nature even more so since losing her husband She has no interest in risky investments Sarah 61 Widower (single), home owner Nil Retired architect AUD50,000 pa total from retirement fund and investment apartment AUD35,000 pa Cash at bank AUD25,000 Superannuation AUD1 1 million Home AUD1 2 million Investment apartment AUD400,000 Car AUD50,000 Nil Continue self funded retirement and undertake one overseas holiday each year (approx cost AUD20,000 per holiday additional to normal expenses) Sarah 61 Widower (single), home owner Nil Retired architect AUD50,000 pa total from retirement fund and investment apartment AUD35,000 pa Cash at bank AUD25,000 Superannuation AUD1 1 million Home AUD1 2 million Investment apartment AUD400,000 Car AUD50,000 Nil Continue self funded retirement and undertake one overseas holiday each year (approx cost AUD20,000 per holiday additional to normal expenses)

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Sarah: - Sarah is a retired architect. She was married for 25 years until her husband died about 2 years ago. She now lives alone.

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Sarah:

- Sarah is a retired architect. She was married for 25 years until her husband died about 2 years ago. She now lives alone. Financially, Sarah is comfortable in retirement largely as a result of following a financial plan as a married couple for many years.
- Sarah is active, in good health and helps out as a volunteer in several community activities. She likes to travel and is hoping to take an overseas trip each year for as long as her health will allow.
- She has three adult children. Sarah recently became a grandmother when her eldest daughter, who lives in Italy, gave birth to her first child. Sarah is hopeful she can arrange her lifestyle to include occasional visits to Italy.
- Sarah is conservative by nature even more so since losing her husband. She has no interest in risky investments.

Sarah 61 Widower (single), home owner Nil Retired architect AUD50,000 pa total from retirement fund and investment apartment AUD35,000 pa Cash at bank AUD25,000 Superannuation AUD1.1 million Home AUD1.2 million Investment apartment AUD400,000 Car AUD50,000 Nil Continue self funded retirement and undertake one overseas holiday each year (approx cost AUD20,000 per holiday additional to normal expenses) Sarah 61 Widower (single), home owner Nil Retired architect AUD50,000 pa total from retirement fund and investment apartment AUD35,000 pa Cash at bank AUD25,000 Superannuation AUD1.1 million Home AUD1.2 million Investment apartment AUD400,000 Car AUD50,000 Nil Continue self funded retirement and undertake one overseas holiday each year (approx cost AUD20,000 per holiday additional to normal expenses)