Insurance
Protecting your wealth is just as important as accumulating your wealth. With this in mind, it is worrying that statistically, the majority of Australians are under insured.
The funny thing with Australians is that we fail to insure the most important thing sometimes: ourselves. Protecting what has taken a lifetime to build is the most important thing clients need to focus on. Having the right protection in place is vital to ensure clients are always ahead of the game.
Things to evaluate when considering insurance cover:
- Current and future lifestyle goals
- Net financial position (mortgage debt, loan debt etc.)
- Current insurance levels, including superannuation
- Taxation implications
- Current employment and health condition
- Working locations
- Levels of income being produced
- How long can clients sustain standard of living
Types of insurance cover:
- Life Insurance
- Income protection
- Permanent disability insurance
- Trauma cove
- Child Cover
For a more detailed discussion on insurance, please contact us.