Protecting your wealth
An important part in your overall financial plan is to ensure that your wealth is protected. At different stages of life, different degrees of personal insurance are needed to help protect you and your family from financial stress should something happen to you. This can take the form of:
- Life insurance: receive a lump sum for your family upon your death to pay off debt and provide money to live on.
- Income protection: receive a regular income if you can’t work due to illness or injury, so that you can keep providing for you and your family.
- Total permanent disablement cover: receive a lump sum payout on serious injury to help you pay bills, pay off debt and uphold your lifestyle.
- Trauma cover: receive a lump sum payout on diagnosis of a range of illnesses to help you meet medical bills and associated costs.
Get the most out of your cover
We will assess your personal situation and offer advice on the types and level of cover that will work best for you. We’ll also configure the best way to hold your cover (inside or outside of superannuation) and appropriate payment options.
Set and forget
While you get on with life, we’ll conduct regular reviews of your insurance cover and adjust to suit as your circumstances evolve.
Ready to get personal with your insurance? Arrange an obligation-free consult with a williamgrant financial consultant today.