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AssetZ Financial Planning

Phone: +61 430 008 699

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• Insurance broker

20.01.2022 Insurance never been reviewed? Avoid the trap that so many fall into - the time to purchase insurance is before you need it, not after. It’s also important to remember that your situation is constantly changing, so the type of insurance policies you took out five years ago might not be best for you now.... To ensure you’re best protected should something in your life go awry make time for a no-obligation chat here https://calendly.com/paulreid/how-can-i-help-you

14.01.2022 Do you know where your super is invested? Do you know what returns it has been receiving? Do you ever wonder why big companies spend millions on advertising their low costs but make it virtually impossible to find their current returns on investments? Superannuation is YOUR money and there are better options for you than just your default super fund.

14.01.2022 Did you know that two-thirds of all Total and Permanent Disability (TPD) claims are from the Male aged group of 25-55. Is your TPD cover up to date and underwritten or do you just have the default cover in your super fund?

14.01.2022 I am constantly surprised about the number of people that do not have income protection. The most important asset you have is the ability to earn an income and far too many people do not have the correct cover in place to protect this ability. The default cover in your superfunds are most likely not suitable for your needs and will end up costing you far more than a personally designed Income protection policy. It costs you nothing for a review and costs nothing to have the right cover put in place.

06.01.2022 Fact- if you are employed by a large employer and only have default life and income protection insurance in their group super, when you leave or change jobs the insurance most likely will become invalid and will not pay out if you have a claim?? The other downside is the older you are to take out your own insurance cover, the more expensive it is likely to be. Take some action now and save some serious $$$ later...

05.01.2022 Crisis or also called Trauma insurance can provide you and your family with financial freedom by paying out a lump sum if you become critically injured or ill. It can provide you with a lump sum that’ll give you financial access to the best medical treatment available, allow you to cut back on your work hours, and give you every chance possible of rehabilitating from your serious injury. Do not just rely on your default insurance cover in your super fund, for a similar price you can have your insurance tailored for your specific needs and underwritten.