Nobody likes to dwell on the worst, especially when life is going smoothly. But this is actually the time when you should think about what plans you have in place if you were to get seriously — or even fatally — ill or injured. Thankfully, insurance can go a long way in protecting your family…
Review of benefits available Assistance in completion of claim form Assistance with financial records required book necessary appointments with Doctor/s Fast track Doctors completion of medical history or report Submit documents on your behalf liaise with underwriters and claims staff Liaise with your Accountant confirming your financials Professional… Experienced… Caring Through our experience, we understand…
PROTECTING YOUR INCOME, YOUR FAMILY AND YOUR FUTURE Our society has become used to everything being “quick and easy”. Unfortunately, that can also apply to the process of insuring your income and your financial well being. Many people that have taken insurance via on-line or telephone sales people have unfortunately found that they were not…
Australian Super has increased its premium rates again in 2014. The Total increase in GSC premium in last 2 years is 119%, which is more than double. Also the Death & TPD insurance premium has increased by 85% in last 2 years. From 29 March 2014 the cost of insurance cover for most Australian Super…
Today TAL has announced Changes in the Premium Rates and TAL Super Tax Rebate Premium rate changes effective today This update sees both premium rate decreases and increases, depending on cover type and applicant demographic, and is the first time TAL changed premium rates for new business since October 2010. Overall, Life insurance and Total…
An Interview with Michael Karagianis Senior Investment Strategist, Head of Portfolio Solutions, MLC. In this Video Dennis Jones, Senior Financial Planner, CCA Financial Planners asks about the priorities for High Net Wealth clients in retirement — protecting capital and generating reasonable returns, Overview of the Private Investment Consulting offer for high net worth clients, How…
SMSF VIDEO In this Video Dennis Jones and Damien Butler talks about Benefits of Self-Managed Superannuation Funds. Self-Managed Superannuation Funds offers Flexibility and Variety of Investments options. Some Key benefits of SMSFs 1. Control 2. Choice of Investment 3. Transparency 4. Succession Plan Damien also talks about Cost of Managing Superannuation Funds and maintaining insurance…
Nicholas Lipscombe, NAB Private Wealth Private Client Executive, shares his top 4 debt strategies. Take control Your first step to a smarter debt strategy is to get a clear picture of your overall financial position. To do this, list all of your debts and ongoing expenses including property loans, investment loans, car loans, credit cards,…
Different insurance terms like TPD plans, Income Insurance plans and Trauma Insurance plans (also known as Critical Insurance) fall under Life Insurance. The tax benefits and other benefits you get out of the plan type you choose may depend on several factors. In Australia, tax are determined on insurance policy type and on some taken…
Features and Benefits of Real Income Protection ( an overview) Falling behind bills or the inability to provide for daily needs could slow your recovery should you get sick or become injured and can’t work for a given period of time. With income protection insurance in place, you can stop worrying about regular income and…