Protect your Finances
Have you ever wondered what would happen if you no longer had an income due to illness or injury. Have you considered the implications this would have on your family? What would happen if you or your partner passed away?
The financial implications of losing your earning capacity can be financially devastating. The mortgage still needs to be paid, the household bills keep coming in, and children need to be looked after. We are all guilty in our lives of having the classic ‘it won’t happen to me’ attitude in life.
Amazingly most people insure their home, car and health but what don’t consider their income which realistically would have a much bigger impact.
Insurance is the foundation of any financial plan and an area that is quite often overlooked. We can help you protect yourself through personal insurances. We can construct a financial protection package to suit your unique needs. Most insurance’s are quite straightforward however personal insurance can be quite complex due to a myriad of options to navigate through.
We can help you with income protection insurance, life and TPD cover and trauma insurance.
We can assist with who should be insured and the level of cover. Have you considered whether to hold insurance inside or outside superannuation and the tax implication of not just premiums but also claims.
Contact Southern Advisory today to protect your financial future today
The financial implications of losing your earning capacity can be financially devastating. The mortgage still needs to be paid, the household bills keep coming in, and children need to be looked after. We are all guilty in our lives of having the classic ‘it won’t happen to me’ attitude in life.
Amazingly most people insure their home, car and health but what don’t consider their income which realistically would have a much bigger impact.
Insurance is the foundation of any financial plan and an area that is quite often overlooked. We can help you protect yourself through personal insurances. We can construct a financial protection package to suit your unique needs. Most insurance’s are quite straightforward however personal insurance can be quite complex due to a myriad of options to navigate through.
We can help you with income protection insurance, life and TPD cover and trauma insurance.
We can assist with who should be insured and the level of cover. Have you considered whether to hold insurance inside or outside superannuation and the tax implication of not just premiums but also claims.
Contact Southern Advisory today to protect your financial future today
Southern Advisory ABN 63 066 365 929 , Authorised Representative No. 437285 Charter Financial Planning Limited.
ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands VIC 3008
Charter Financial Planning is a member of the AMP Group. The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holdings Limited.
Sean Thomas' Financial Services Guide (FSG)
Kade Anthony's Financial Services Guide (FSG)
Charter AMP Privacy Policy
ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands VIC 3008
Charter Financial Planning is a member of the AMP Group. The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holdings Limited.
Sean Thomas' Financial Services Guide (FSG)
Kade Anthony's Financial Services Guide (FSG)
Charter AMP Privacy Policy
