Sun Private Wealth in Robina, Queensland | Financial planner
Sun Private Wealth
Locality: Robina, Queensland
Phone: +61 7 5535 5881
Address: Lakehouse Corporate Space Suite 324/34 Glenferrie Drive 4226 Robina, QLD, Australia
Website: http://www.sunprivatewealth.com.au
Likes: 47
Reviews
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22.01.2022 When thinking and talking about life insurance the main focus seems to be on the breadwinner because without the income he or she generates, debts would not get paid and the family’s lifestyle would change dramatically for the worse. Unfortunately the partner of the breadwinner is often forgotten, or if not forgotten, life insurance for the partner is not a priority and it is a cost that can be avoided. Are you or your partner a stay-at-home parent or does one of you work... part-time hours due to family commitments? If so, you should have an insurance review as soon as possible. Why? Because it is the money and time that the non-breadwinner saves the family through what they do that is so important to the continuation of the family’s lifestyle. Stop and think about how much child care would cost if the stay at home partner couldn’t look after the children and you needed to pay for a nanny, cook, cleaner and transport. You may think that extended family members would step in and help out, and often they do, but for how long can they do this? Indefinitely? Life insurance can protect against financial loss in the event of a stay-at-home partner passing away (term life cover), becoming disabled (total and permanent disablement cover), or having a critical illness or injury (trauma cover). Although all three types of cover are triggered by different events, they all provide a lump sum that can assist with medical expenses and care, paying down or paying off debts, funding education expenses, paying for a housekeeper, and even funeral expenses. Contact us for a full review of your family’s life insurance needs.
15.01.2022 With end of financial year only six business days away, it's important to remember that cut-off dates for super contributions to be received by 30 June are fast approaching.
07.01.2022 Are you following us on Twitter? A great way to keep up-to-date with all things Sun Private Wealth. https://twitter.com/SPW_GoldCoast
05.01.2022 2018 Australian Federal Budget analysis provided by the ABC. If you would like to discuss how this impacts you, please contact our office. http://www.abc.net.au//federal-budget-2018-winners/9738982
05.01.2022 With the end of financial year approaching, staying up to date with your tax returns doesn’t have to be hard. Click the link for some handy tips from Colonial First State. https://www3.colonialfirststate.com.au//tax-returns-handy-
02.01.2022 It’s unfortunate, but true; many are feeling the economic pressure to work much later in life than in any previous generation. The important question anyone considering retirement needs to ask is this: How do I want to spend my retirement years, and how much money do I need to do it? https://www.morningstar.com.au//australians-dangerous/8397
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