Insurance is one of those things.
People generally appreciate that they need some level of cover but loath paying it.
“It seems like dead money because you don’t get anything for it” you may say.
The great irony is, most people don’t want to be in an situation to actually have to claim on insurance. Something has had to have happened to cause them to look for an insurance payout. In personal insurance, this means that there is an issue with their health. When given the option – most people would want to be healthy, rather than receive insurance proceeds.
From our perspective we understand insurance is an important part of protecting the wealth and aspirations you are trying to achieve. It is important to spend the right amount on it, not too much, not too little.
Types of insurance include:
Insurance should be approached with a very scientific mindset. We model what would actually happen financially if a major life changing event were to happen. Scenarios such as an untimely death or suffering a major debilitating health issue, or a health issue which meant you could not work anymore.
The key fundamentals in our planning process are:
The reality is, you don’t get rich from insurance.
Our major focus is to ensure you don’t go poor. Protecting your future aspirations and goals for you and your family.
If you need assistance with your insurance, contact us or pick up the phone and call 1300 720 171 and get busy on your goals.