Risk Insurance
Having an experienced Lifestyle Planner can be of significant benefit when considering Personal advice.
Insurance can help safeguard our everyday life. From what we’ve learnt from the recent economy downfall, life and work can be very unpredictable, after years of hard labour most people still may not have enough to protect what they treasure in the event of an accident, sickness or death. Many of us underestimate or ignore the importance of insurance until it is all too late. Personal Lifestyle Planners aim to address the problem of underinsurance in Australia.
Thus, the need has arisen to proactively plan and monitor funds and insurance requirements to help you be able to enjoy the lifestyle you want with your family and friends without worry. After all, isn’t that what living is all about?
Having an experienced Lifestyle Planner can be of significant benefit when considering Personal advice.
Our Lifestyle Planners will guide you through the process of completing forms, booking medicals, chasing up medical reports, organising blood tests and liaising with the underwriters etc.This can take time but when the underwriting process is completed you have the satisfaction of knowing it will be unusual that a claim would be denied by the insurer.
Common triggers for seeking Insurance advice include:
- Getting married or divorced
- Changing jobs or being retrenched
- Managing debt and budgeting efficiently
- Wealth creation and wealth protection
- Managing your super
- Preparing for retirement
- Changes in global markets.
