Monarch Advisory Group in Sydney, Australia | Financial planner

Monarch Advisory Group

Locality: Sydney, Australia

Phone: +61 499 777 174

Address: 505 Balmain Rd Lilyfield 2040 Sydney, NSW, Australia

Website: http://www.monarchadvisorygroup.com.au

Likes: 350

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• Financial service
• Financial planner

25.01.2022 Looking for the perfect Christmas gift for your insurance-minded friend? Believe it or not, there is a new Aussie boardgame out that is all about taking risks. I wonder if arriving at Christmas lunch without wine is on there as a serious risk to your health?! https://helpthegame.com.au/

25.01.2022 Fathers Day is this weekend. If you havent already prepared a gift, remember to shop local and support small business. Lets get Sydney moving again! #shoplocal #fathersday

24.01.2022 As financial planners, we are legally required to tell you how much you will pay for our services and what you can expect in return. If you aren’t getting what you’ve paid for, speak up! Advice is not a ‘set and forget’ exercise. https://www.monarchadvisorygroup.com.au/why-it-pays-to-kee/ #annualreview #blog #financialadvice

24.01.2022 Think your super insurance is enough to cover you? Think again. A new study has revealed that the basic level of death cover provided in superannuation will meet 65- 70% of needs for average households but the proportion is much lower for families with children. If you’re worried about underinsurance, give the Monarch team a call for a complimentary review. https://www.insurancenews.com.au//super-reforms-reveal-sca #lifeinsurance #underinsurance #superannuation #financialadvice

23.01.2022 Another touching and important claims story that highlights just how important life insurance is for your recovery https://womensagenda.com.au//at-27-i-was-diagnosed-with-a/ #lifeinsurance #claimant #claims #claimantquote

22.01.2022 A great example of how financial planning works for people no matter their age, interests or life goals. Whats holding you back from securing your financial peace of mind? https://www.moneyandlife.com.au//the-two-of-us-clare-mega/ #financialadvice #financialplanning #peace of mind

22.01.2022 We could all do with a little bit of a treat right now. Here are some ideas for a weekend of pampering and luxury to recharge while supporting regional NSW businesses: https://concreteplayground.com//the-ten-best-luxury-getawa #NSWgetaway #staylocal

21.01.2022 Even if you wanted to, it’s been impossible to ignore the US election this week. So here’s a bit of on-trend laughter to lighten your Friday: https://www.mamamia.com.au/election-2020-memes/

21.01.2022 Do you know the difference between life insurance and health insurance? One of the common arguments I hear from people about why they dont need life cover is that theyre certain their private health insurance will look after them. But there are lots of gaps you need to know about. https://www.tal.com.au//do-i-need-health-and-life-insurance #lifeinsurance #healthinsurance

20.01.2022 Why you need a will: https://youtu.be/LkvaCg9t14U #will #estateplanning

20.01.2022 You wouldn’t rely on Doctor Google to diagnose a serious medical condition? So why would you leave your life insurance choice to the internet? Financial advice is the simplest way to ensure you get the cover you need, for the right price, with the added bonus of knowing someone will be there to help you when you need to make a claim. Call Monarch today for your complimentary insurance review. #lifeinsurance #financialadvice

20.01.2022 ICYMI, heres the link to my most recent blog featuring a Q&A with Erin Benjamin - Author, whose life was turned upside down by stroke. https://www.monarchadvisorygroup.com.au/all-my-plans-and-a/ #claimantstory #insuranceclaim #lifeinsurance #claimstory

19.01.2022 A new study has found that many people are confused about the insurance they have through their super, and have struggled to get useful advice from their funds. This is something we can help with. Give Monarch a call for a complimentary insurance review today. https://au.finance.yahoo.com//insurance-in-super-leaves-au #insurance #superannuation

19.01.2022 I often hear people say that they haven’t taken out life insurance because they don’t want to talk about death with their loved ones. But it’s such an important conversation! Which is why I love this initiative which encourages you to host a dinner party where death is the main topic of conversation. https://deathoverdinner.org.au/ #estateplanning #getawill #lifeinsurance #deathoverdinner

19.01.2022 What Covid can teach us about end of life conversations and looking after the elderly https://www.thegroundswellproject.com//we-need-to-direct-o #endoflifeplanning #dyingtoknow #estateplanning

18.01.2022 Retirement is looking a little different these days. Border closures have forced grey nomads to stay put, and unemployment is impacting young peoples ability to manage the expense of living out of home. If you want to chat about your changing needs, give the Monarch team a call today. https://www.moneyandlife.com.au//when-your-adult-children/

18.01.2022 Right now, Id probably say the best place to drink wine is from your couch. But if you are going a little iso-crazy, heres a few places that will make you feel at home: https://www.broadsheet.com.au//city-small-bars-country-pub #supportlocalbusiness #thingstodo #winebars

18.01.2022 Having a will is not just about distributing your assets. Without a valid will, your family could be left with months (even years) of frustrating and complicated administration as they try to wrap up all your affairs. Don’t make the grief worse make an end of life plan today. https://www.sbs.com.au//it-s-not-about-money-how-my-sister #makeawill #makeaplan

17.01.2022 Spring has sprung which means its time to spring clean your insurances! Are your beneficiaries up to date? Do you still have the right level of cover? How have super changes impacted your insurance? Today is the perfect day to book in for a complimentary review. #firstdayofspring #springcleaning #lifeinsurance

17.01.2022 What would you do if all your future plans, your dreams, your expectations for your life were suddenly, tragically ripped away? This is the reality for thousands of Aussies every day. And it was the reality for Erin Benjamin - Author, who suffered a stroke at age 30. There is no better example of why I do what I do - a massive thank you to Erin and her family for allowing us to share their story. https://www.monarchadvisorygroup.com.au/all-my-plans-and-a/ #stroke #claims #incomeprotection #traumacover #insuranceclaim #claimsstory

17.01.2022 No-one likes life admin. But if you neglect it for too long the stress of it can take over your life. Which is why we love the idea in this article. Time to GYLIO! https://www.houseofwellness.com.au//get-your-life-in-order #lifeadmin #resolutions #GYLIO

16.01.2022 Good news. The Covid support initiatives put in place for life insurance have been extended to January next year. That means that if you have lost your job (or have reduced hours) due to Covid, it will not affect your TPD cover. Give me a call if you want to learn more. https://www.insurancenews.com.au//life-insurers-extend-cov

16.01.2022 Fathers Day is just around the corner, so I thought Id share this handy list of gift ideas for the beverage connoisseur in your life. https://www.hunterandbligh.com.au//the-top-10-alcohol-pic/

16.01.2022 Do you have unclaimed life insurance? This is a great summary of how life insurance gets to be unclaimed and how you can see if there is money out there waiting for you. https://www.tal.com.au/slice-of-li/unclaimed-life-insurance #unclaimedmoney #lifeinsurance #unclaimed

16.01.2022 Some interesting results from New Zealand which definitely correlate with our experience here. Advice makes such a difference! https://www.insurancebusinessmag.com//alarmingly-excellent #FinancialAdvice #PeaceOfMind

14.01.2022 The weather is starting to warm up again but I dont know if its the pandemic or the uncertain mood but its still hard to get motivated to do exercise. Hopefully some of these tips will help! https://www.aia.com.au//laura-henshaw-how-to-maintain-moti #motivation #exercise

14.01.2022 With today’s news out of the US, it seems like the word ‘unprecedented’ is making an early comeback in 2021! I came across this article late last year with tips on how to position life’s challenges and start the new year off right. I think it’s definitely worth another read right now. https://www.aia.com.au//6-ideas-to-help-you-make-sense-of-

14.01.2022 Its going to be wet and cold in Sydney this weekend. Even Pedro has the beginnings of cabin fever! Heres some ideas to manage the impact on your mood: https://www.houseofwellness.com.au//coronavirus-lockdown-a #cabinfever #lockdown #mentalhealth

13.01.2022 Have you ever wondered why you cant just get one simple price for your life insurance? (BTW, this is actually a good thing, because your unique circumstances are taken into account and generally this means healthy people pay less.) Heres a handy guide to premium calculations: https://www.onepathclarity.com.au//how-your-premiums-are-c #lifeinsurance #lifeinsurancequote #premiums

12.01.2022 Its time to check your balance! Super funds have started issuing their annual statements and its never been more important to check your balance. An account with less than $6,000 could mean you lose your valuable life insurance. If youre unsure what to look for, give an expert a call. Were open for business and ready to help. #superannuation #lifeinsurance #financialadvice

11.01.2022 Did you know that 97% of life insurance claims lodged in Australia last year were paid? Thats a pretty impressive figure and shows that when the time comes, your family will be protected. Isnt it time you reviewed your cover? #lifeinsurance #wealthprotection

10.01.2022 Have you checked the conditions of your insurance inside super? Recent reports have highlighted that some customers were being charged more in premiums because theyd been incorrectly classified as smokers. This is why it pays to have your accounts regularly reviewed by a professional. https://www.canstar.com.au//super-funds-charge-higher-ins/ #getadvice #financialadvice

10.01.2022 This story is an example of why keeping your life insurance beneficiaries and will up to date is important. If you are in a new relationship, and want to ensure your new family is looked after, you need to be proactive. We’re not siding with either party in this situation, just highlighting how estate law and insurance beneficiaries work. https://www.kidspot.com.au//e64c50ac7a4e9e533033ac75880a4e #divorce #financialadvice #lifeinsurance

09.01.2022 Having an accurate idea of the size and shape of your individual spending and income is paramount to financial success. Did you know that without a clear picture of your current finances, you might miscalculate how much insurance you actually need, and end up with a large underinsurance gap. That’s where working with an adviser can help. We work with you to get the full story and align your insurance to your individual needs. If you want to know more, give me a call for a complimentary insurance review today. https://www.smh.com.au//new-year-s-money-resolution-that-c

09.01.2022 Over the last fortnight Ive shared a few stories about young people who have been rocked by trauma and highlighting the value of getting advice early. Heres another story to show you just how easy that is: https://youtu.be/rtrAIzD3K2A #financialadvice #lifeinsurance

08.01.2022 Nobody wants to make a claim on their insurance - because it means something awful has happened. But isnt it so much better knowing that you have a safety net? What if something awful happened and you couldnt make a claim? #lifeinsurance #financialadvice https://www.monarchadvisorygroup.com.au/you-dont-need-insu/

06.01.2022 While some people genuinely needed to access their super early due to Covid, its disappointing to learn that nearly 40% of people who withdrew funds were not experiencing a drop in income. If youre worried about your retirement savings, give us a call and get back on track today. https://mozo.com.au//some-aussies-are-wasting-their-early- #financialadvice #earlyaccess #super #retirementadvice

06.01.2022 A long read but just shows how life insurance advice is valuable for everyone at every age. https://www.moneymanagement.com.au/fe/planning-through-ages #financialplanning #askanexpert #financialadvice #lifeinsurance

06.01.2022 Its a very difficult time for Melbournians at the moment. Although we cant help out in person, there are a number of places accepting cash donations so they can assist others. You can also put your friends and loved ones in touch with the support services listed here: https://www.timeout.com//how-to-support-melbourne-locals-d #allinthistogether #victorialockdown

05.01.2022 Weve all been hearing the messages about looking after our mental health during these unprecedented times. But that doesnt mean struggling through without help. You may be entitled to claim on your insurance. Give me a call for a free review. https://www.mybusiness.com.au//7370-stimulus-wind-down-to- #mentalhealth #insuranceclaim #COVID19

05.01.2022 This has Friday afternoon drinks written all over it! https://www.broadsheet.com.au//newtown-cheese-wine-bar-sti #cheeseplatter #cheesedelivered

05.01.2022 If youre looking for a podcast I recommend the Pineapple Project. It talks about really important life topics in a straightforward way. This particular episode focuses on why you need a plan in place to transfer your assets BEFORE you pass away: https://www.abc.net.au//dead-men-tell-no-tales-ab/11958964

03.01.2022 One of the most overlooked features of life insurance that you take out with an adviser is that once you have it, the insurer cant cancel it or take any benefits away. Learn more here: https://www.onepathclarity.com.au/ar/the-insiders-advantage #lifeinsurance #financialadvice

03.01.2022 Accidents happen. To anyone at any time. How you bounce back has a lot to do with how well you plan and having the space to rebuild your life. What an inspirational young woman. https://www.mamamia.com.au/right-hemiparesis/ #lifeinsurance #traumacover #expectheunexpected

02.01.2022 For the sake of every small business out there shop local this weekend. Support those businesses that make your community the place you choose to call home. They need our help! #shoplocal #shopsmall #community

02.01.2022 I know I’ve mentioned this podcast before but it’s really great at breaking down tricky topics. What are your favourite podcasts about life/money/tough subjects? https://www.abc.net.au//dead-men-tell-no-tales-ab/11958964 #podcast #money #letstalkaboutdeath

02.01.2022 My latest blog is another personal story about the value of insurance. In this case, what happens when you ignore the danger. Dont let this happen to you. Book your complimentary review today. https://www.monarchadvisorygroup.com.au/how-dumb-are-we-no/ #lifeinsurance #superannuation #risk #financialadvice

02.01.2022 As you know, Im very keen to shop local and support local businesses, and Ive also been known to enjoy the occasional glass of vino, so Im loving this list which lets me do both! https://concreteplayground.com//six-beverages-to-drink-if- #shoplocal #localwine

01.01.2022 Millions of dollars has been withdrawn early from super due to Covid-19. The money is certainly useful, especially for people who have lost their jobs, but there are also long-term consequences of this decision. Make sure you chat to an adviser before you take action to find out whats best for you. https://www.moneyandlife.com.au//early-access-not-so-supe/

01.01.2022 Recovering from serious illness or injury is not a straight path. That’s where the right insurance plan can help. #lifeinsurance #financialadvice

01.01.2022 We love what we do, and we love helping our clients. Nothing like finishing the week with a surprise delivery .