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16.01.2022 [Financial Adviser] Your planning partner and educator; providing help with every aspect of your financial life. Engaging an adviser involves working together to examine and understand your current circumstances and financial goals. This information is then used to prepare a personalised Statement of Advice; the roadmap for your financial future. This usually marks the beginning of a long-term relationship with an adviser, who also helps adjust your financial plan as your l...ife circumstances or goals change. You may benefit from working with a financial adviser at any age or any stage in your life. Keep in mind, not all advisers have the same level of training or offer the same depth of service. Look for an adviser who has the expertise to suit your financial advice needs. Be sure to complete a quick online check on the 'Financial Advisers Register'. . . #advisersolutions #financialawareness #financialadviser #financialplanner
15.01.2022 saving /sev/ 1. (of a resource) an economy of or reduction in money, time, or another resource. "this resulted in a considerable saving in development costs" Time versus money, which do you prioritise more?... . . #advisersolutions #financialawareness #business #saving See more
07.01.2022 Trauma insurance or Critical Illness insurance provides a lump sum of money to cover immediate medical expenses and other financial needs when a critical illness or injury occurs. Since July 2014, new Trauma policies can no longer be offered inside superannuation. Trauma insurance pays a set amount for different issues such as heart attack, cancer, coronary bypass and stroke or the Big 4 as they are referred to in the industry, so you can focus on recovery and getting on ...with life whilst minimising any financial burden. Some of us are unaware of this type of insurance, is this protection important to you? . . #advisersolutions #financialawareness #personalinsurance #trauma
04.01.2022 Total and Permanent Disability (TPD) is designed to provide a lump sum payment in the event of a medically diagnosed event that renders the life insured unable to work again. Furthermore, this cover is offered in a variety of types ranging from specific occupational coverage to non-occupational. TPD Insurance is generally used to cover debts, provide an income replacement and pay for any costs associated with a disability such as medical fees, home modifications and ongoing c...are. Have you considered cover for TPD? . . #advisersolutions #financialawareness #personalinsurance #tpd
01.01.2022 Also known as Death cover, this type of personal insurance provides a lump sum payment either upon the death of an insured or on diagnosis of a terminal illness. Generally, the level of cover someone holds should be sufficient to protect their family from untimely financial burden. Debts such as mortgages, expected education costs, and preparing emergency funds are usually taken into consideration when applying for Life Insurance. Do you hold adequate levels of Life cover?... . . #advisersolutions #financialawareness #personalinsurance #life See more
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