FinProtect Australia in Leongatha, Victoria | Insurance broker

FinProtect Australia

Locality: Leongatha, Victoria

Phone: +61 438 052 293

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• Financial planner
• Insurance broker

25.01.2022 Some simple, yet effective ideas in this article to help save on electricity costs.

25.01.2022 IF YOU HAVE A BRILLIANT BUSINESS IDEA, or you have an existing business that youre looking to scale nationally/internationally, Startup Gippsland wants to hear... from you! Theres less than 6 weeks left, to get your applications in for the 2020 Program. You can submit your application below: https://startupgippsland.com.au/applications/ Check out our information sessions, for an in-depth run down on the program: https://www.eventbrite.com.au/e/startup-gippsland-informati https://www.eventbrite.com.au/e/startup-gippsland-informati https://www.eventbrite.com.au/e/startup-gippsland-informati We cant wait to hear from you! Startup Gippsland. Startup Gippsland GippsTech Bass Coast Shire Council Baw Baw Shire Council East Gippsland Shire Council Latrobe City Council South Gippsland Shire Council Wellington Shire Council Business in Bass Coast Womeninbusiness Warragul Business Group Drouin District Business Group Gippsland Young Professionals

25.01.2022 . ! The premier has just launched the Click for Vic campaign and we couldnt think of a better time for a giveaway! Like the rest of Vic we are devastated at the impact the lockdowns are having on small business so we couldnt pass up the chance to support a business doing it tough, and make someones lockdown just that bit more bearable with some scrumptious produce or gorgeous products.... : 1) Like our page (if you havent already!) 2) Like this post and tag a friend (bonus points if you think the friend might benefit from learning about how FinProtect helps small business owners and families with financial security). 3) As easy as that you are both in the running for the $150 prize selected yourself from the great items on offer on the Click for Vic website: https://www.visitvictoria.com/clickforvic : 1) Comp closes on Sunday 13th September, 2020 at 9pm. 2) Winner randomly selected and will be contacted via Facebook. 3) Prize must be selected from the Click for Vic website by Sunday 20th September, 2020. 4) One first prize of $150 available.

25.01.2022 With the budget due to be handed down on Tuesday, new initiatives are continuing to roll out. We will provide an update on Tuesday as information comes to hand.

25.01.2022 A shout out to all the primary caregivers or part time workers out there - we see you! So often we hear, but I only work part time or Im a primary caregiver - I dont think I need insurance. Fair enough thought however insurance isnt just to replace lost income. We also need to consider the huge impact on a family if the primary care giver / part time worker was unable perform their duties or alternatively, needed care themselves. If you had to hire a replacement ...you, someone to take care of your family so the primary breadwinner could still work, or, if the primary breadwinner needed to stop work to perform your duties how would that impact your family financially? If you are wondering how your family would cope, please dont hesitate to give Jess a call for a free, no obligation chat to discuss your specific circumstances.

24.01.2022 The Financial Planning industry has been undergoing dramatic change in the last few years and this includes a lot of additional education for advisers and a national exam they all must undertake. One more requirement ticked off today!

24.01.2022 Being in lockdown or threatened with the possibility of lockdown can have a profound mental health impact. Please look out for yourself and others, remember to touch base with your family and friends. Reach out to Lifeline or Beyond blue if needed - they are there to help!

24.01.2022 Would a family trust benefit your family?

23.01.2022 Do you have a Will and Power of Attorney in place, and is it current? We regularly post about this topic, as it's such an important one!

23.01.2022 Key points of the federal budget handed down last night.

22.01.2022 Spotlight on tradies Have you ever tried to get income protection cover in place and been overwhelmed by the number of options available and struggled to understand the details of how policies work? FinProtect specialises in finding cover suitable for both self-employed and employed tradies whether it be income protection or lump sum cover such as Life, TPD or Trauma. We wade through the jargon and present the best option for your situation from a wide panel of insurers.... Ask yourself, if you were injured on, or away from the worksite, would you like access up to 75% of your income after a set waiting period? How would you family cope without your income for an extended period? Contact Jess today for a free, no obligation chat to discuss your options.

22.01.2022 There is no doubting that we are in for some tough times ahead. The situation is rapidly changing and none of us is sure what the next few months is going to look like. If you find yourself struggling financially, there are options available. The attached article has some good pointers on mortgage payments and the banks also have packages out supporting businesses and personal customers. Give your bank a call or have a look at their website to see what may be available to you.

21.01.2022 A great summary of the economic stimulus measures.

21.01.2022 Trauma or critical illness insurance is a lump sum payment for a critical illness diagnosis which can be used to fund medical expenses, living expenses or pay out debt, freeing you to focus on getting better without the financial worries. If you'd like to discuss Trauma insurance and how it may benefit your family, please give Jess a call.

21.01.2022 Covid-19 update We are currently waiting to see whether insurers are going to release a hardship package for those suffering financial difficulties as a result of Covid-19. Rest assured, we will publish any details as soon as they come to hand.... In the meantime, please call us directly if you have any concerns.

21.01.2022 Did you make the switch to working from home, and if so, how did you find it? Would you like to continue in some capacity or looking forward to getting back into the office / workplace?

20.01.2022 Not surprisingly, the ATO is currently fielding a high number of calls resulting in long wait times. Theyve published some answers to frequently asked questions regarding Covid-19, JobKeeper and early release of super in the attached, so it might be a good idea to take a look before picking up the phone......

19.01.2022 Call your local office for some assistance!

18.01.2022 We are fortunate to look after clients all across the country but today we are thinking of those in Melbourne in particular. Of those that have had to close down recently reopened businesses. Of those that are frustrated with a potential return of remote learning. Of those that are worried about their vulnerable relatives. ... Of those who are dealing with financial instability. Of those whose mental health has been negatively impacted in recent times. Youre in our thoughts - please let us know if there is anything we can do to help. Picture credit - @tpwkelly on Twitter

18.01.2022 The government has announced an extension to the instant asset write off scheme, initially scheduled to end July 1st but now in place until the end of the year. If you think it may be of benefit to you and your business, please seek advice from your accountant tailored to your specific circumstances.

16.01.2022 Draft legislation underpinning the $130 billion JobKeeper scheme is on its way to the Senate after passing the lower house on Wednesday afternoon.

15.01.2022 Happy Easter from the team at FinProtect. We hope the Easter bunny is kind to you! Stay safe, enjoy your chocolate and we will see you back on Tuesday! As always, we are available during the holidays for any urgent requirements.

14.01.2022 You may have seen the recent headlines around banks taking money from customers redraw accounts. While it seems only a few banks have been named, it might be a good idea to discuss options with your bank if this has the potential to cause you financial hardship.

13.01.2022 Today is RUOK? day. More than ever, with so much uncertainty in the world it is vital we look out for each other. This year, RUOK? day organisers are asking us not just to check in, but to follow up. Theres some great conversation starters on the info attached.

13.01.2022 Open for business! We are very happy to advise that for FinProtect, its business as usual during these unprecedented times. Our thoughts are with everyone affected by the stage 3 and 4 lockdowns currently in Vic. Please dont hesitate to reach out if you feel we can help.

13.01.2022 We are always so pleased to hear when our clients take all steps to protect their family! Whether it's insurance, a Will, Power of Attorney or beneficiary nomination - we love knowing that you are covered!

12.01.2022 Some tips on taking control of your finances as we ease out of restrictions.

12.01.2022 Unfortunately, unscrupulous people take any opportunity for gain and scammers are taking advantage of people financially impacted by COVID-19. Be aware and suspicious of any unsolicited email. Do not give out personal information and please dont click any links!

12.01.2022 They shall grow not old, as we that are left grow old; Age shall not weary them, nor the years condemn. At the going down of the sun and in the morning. We will remember them.

11.01.2022 A handy infographic with key points from the 2020/21 federal budget.

11.01.2022 With the fantastic news today for our Victorian clients (and not a moment too soon!), and life now heading towards a new Covid normal for all of Australia, is it time to take stock of your financial situation?

09.01.2022 Our regular reminder on how important estate planning is! Please ensure your wishes can be carried out because you have the correct legal documents in place.

09.01.2022 At FinProtect we offer our clients a yearly review as part of our service. Insurance should not be a set and forget prospect, family circumstances change and as such your insurance should be regularly reviewed to ensure it is still meeting your needs. If your circumstances have changed recently - youve purchased a house, started a family, changed jobs or need to review your expenditure and potentially save on lower premiums, please get in touch. We are happy to review your insurance at any time. Likewise, if you are not a current client but are interested in having your current insurances reviewed please dont hesitate to get in touch for a free, no obligation chat with Jessica.

08.01.2022 Want a free, no obligation insurance review? Not sure whether you are covered, what you are covered for, or how much it is costing you? We can walk you through the good, the bad and the ugly of your current insurance cover (including cover within Super) - whether its cost effective and what the conditions are. We can help you figure out appropriate cover levels for your circumstances, and if required provide some options for you from a large panel of insurers.... What have you got to lose? Contact Jess at FinProtect for a chat on 0438 052 293 or send an email through to [email protected].

08.01.2022 Impacted by Covid-19 and thinking about withdrawing super with the governments early access option?

07.01.2022 Some handy tax and Covid-19 related information from the Australian government. Disclaimer as always - please see your accountant or financial adviser for advice specific to your circumstances.

07.01.2022 Now might be the perfect time to review your budget and check your automatic subscriptions. Which ones are vital, which come under the banner of nice to have, and are there any drawing money from your account each month that you completely forgot you had signed up to....?

07.01.2022 Considering accessing your super due to Coronavirus? This is one experts take on the situation..... Make sure you get advice based on your personal circumstances before deciding if its right for you. https://barefootinvestor.com/how-to-grab-a-quick-20k-but-i/

05.01.2022 TPD insurance pays a lump sum if you become totally and permanently disabled due to illness or injury. There are many factors to consider when determining the most appropriate TPD policy for you, - inside/outside super, any/own occupation, limits on cover, and stepped vs level premiums to name a few. If you would like to explore your TPD options, or, if you currently have (or think you may have) TPD cover but would like the fine print explained please give Jess a call. ... In the meantime, the article attached has some handy information.

05.01.2022 Almost the end of the financial year - where that year went, we do not know! Some general tips attached for making the most of tax savings. As per usual, please seek advice tailored to your specific circumstances before making any financial decisions.

05.01.2022 If you are considering early release of super due to the Covid-19 early access scheme please have a read of the article below - this one is aimed at women, however the points are valid across the board. As always, its a great idea to speak to a financial adviser about your circumstances before making any decisions.

03.01.2022 Are you eligible? Register now to find out as more info is made available. https://www.business.vic.gov.au//restricted-postcodes-busi

03.01.2022 The world might be going a little crazy at the moment but we are business as usual at FinProtect. We are in the very fortunate position of being able to work from home and have instigated other measures including remote client meetings where possible to ensure we are doing our bit to flatten the curve. Stay safe, and please look after your family, friends and neighbours - especially the vulnerable. We are all in this together.

03.01.2022 Lockdown 2.0 Competition winner! A big congratulations to Casey Collis who has randomly been selected from the entries received and is the lucky recipient of the $150 Click for Vic prize. Thanks to all who entered.... Casey, we will be in touch soon!

03.01.2022 Have you experienced working from home for the first time during this pandemic? If so, what are your thoughts? Would you like this to continue post pandemic?

02.01.2022 A summary of what is available for businesses and individuals with part 2 of the virus stimulus package.

02.01.2022 Wondering if you can claim your workplace travel? Check out the attached article, and as always consult a professional for advice in relation to your specific circumstances.

01.01.2022 Time? Work/life balance? Customer retention? Financial anxiety? Succession planning? Business continuity? What keeps you awake at night as a small business owner?