There’s a change in legislation affecting Pensioners…
May 1, 2013
The Value of Advice
November 4, 2015
Managing your Insurance
March 19, 2015
Insurance is about protecting yourself and your family, or your business, from a loss which you wouldn’t otherwise be able to financially recover from. However insurance is not simply a set-and-forget purchase. Although it does provide a level of peace of mind, changes often happen in your life that need to be taken into account if you want to properly protect what’s important.
Many Australians who don’t properly manage their insurance portfolio find themselves in a situation where they are underinsured – but don’t know it until it is too late.
When purchasing or renewing existing insurances be sure to take into consideration any changes that may have occurred in your circumstances. Changes may include:
Having a baby
Purchasing a new house or investment property
Receiving an inheritance
New occupation or salary
If any of these changes occur it is best to get in touch with your financial adviser to discuss if it will have any impact on your current insurances.
Our advisers can assist with personal life insurance to protect your income in the event of death, injury or illness. To find out whether your current cover is still appropriate, why not schedule a meeting with us now?
Information current as at 19 March 2015 The advice is general in nature only. Before acting you should consider the appropriateness of the information having regard to your personal objectives, financial situation and needs. You should read the relevant Product Disclosure Statement (PDS) and Policy Document before making any decision about a product.