Managing your finances to meet your day to day requirements as well as your long-term goals can be a complex task.

The common belief that "it wont happen to me" often results in many people having a sound plan for wealth creation, but not an adequate plan to protect the very thing that generates this wealth - themselves.

How death, disability or illness affects your ability (or your family's ability) to realise your lifestyle goals and objectives will depend on the wealth protection strategy you have in place.

Similarly with your business few have an effective mechanism in place to transfer equity and/or control if one of the owners is lost to the business due to death, total and permanent disablement or a critical illness.

In many cases the loss of a business owner from one of these events results in the demise of an otherwise viable business simply because there was no succession plan and funding agreement in place.

Common questions to consider

Some questions you may wish to consider include:

  • What will happen to my family in the event of a death or disability?
  • Will my current insurance plan provide as I want it to?
  • Will I be able to continue working towards my financial goals if I am not able to work?

How we can help

We can:

  • Review your insurance plan.
  • Make recommendations based on your goals and circumstances.
  • Recommend different products according to your hopes and goals.

What to do next

If you want us to help you get your super sorted contact us today.



This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.