Protect what matters most
We all insure the things we own. But many of us don’t insure the things that matter most: our income, our lives, our ability to support our families.
Almost everyone can benefit from having the peace of mind and security that Life Insurance provides.
You cannot predict what is around the corner, if you were to suddenly die and could no longer be there to provide for your family, how might they cope with the added burden of financial stress?
While it’s always important to look out for insurance to help protect your day-to-day well-being and longevity, it’s also worth considering the wellbeing of those around you once you’re gone.
Whether you’re young and still planning a family, or enjoying retirement, having the security of life insurance means your loved ones can be taken care of when you die.
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Protect your greatest asset
What would happen if something happened to the primary bread winner tomorrow? Most people if they were sensible with their money would be ok for perhaps 6 months, maybe even a year. But with no primary bread winner within the household savings will disappear and your families living situation is at risk. How can you get the peace of mind knowing that they are secure?
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Recently I attended a talk by solicitor Michael Fitzpatrick of Clarendene’s. Mr Fitzpatrick spoke about the need for the vast majority of us to have a Will that included the provision for Testamentary Trusts. As he indicated, these Trusts can potentially have tax...
The Federal Budget was handed down and a number of key changes have been made for Retirees. The key points of interest for Retirees include the following: Wealthier retirees to lose access to the pension More part pensioners to receive the full pension Asset test...
When you are looking after your financial future, and maybe that of your family, it’s important to be widely read. Below are a number of website links that may be useful reading. Dimensional Funds Investing – IFA Fama French Forum Vanguard Academic Research Mebane...
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