Andrew McKimmie of Mancell Financial Group joins this episode of “What’s the Risk” to discuss how he recently helped a client who was medically disabled and running out of the money she was living on after a disability settlement. There was a risk she’d soon be unable to pay her mortgage.
Her neighbour offered some free advice, firstly that she shouldn’t see an adviser because it would cost money, and secondly not to take money from superannuation because she’d pay tax.
So what would she do and how could Andrew help?
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