Protect what is important to you
Achieve more peace of mind by protecting what is most important to you, your lifestyle and loved ones. When planning for the future we don’t necessarily consider the risks which could derail our plans; such as diminishing health conditions and accidents. To help protect you against any unforeseen, life changing events we can put a wealth protection plan in place. This will help ensure that you are still able to feed yourself, pay off your mortgage, look after your children and pay any medical bills.
We can help you answer the important questions like:
We will provide you with a tailored plan of insurance that suits your circumstances and appropriately protects your family and lifestyle.
Feel secure knowing you are protected with a tailored insurance plan
There are different types of cover and most importantly different levels of cover. Not all policies are equal, the detail is in the fine print. Quality is extremely important when deciding about an appropriate policy for your situation. The cheapest is not necessarily the best option for you. Our team at Elliot Watson Financial Planning will thoroughly assess your situation and the types and levels of cover that is applicable for your unique circumstances. We will compare the benefits of a range of policies and select the ones which give suitable protection for you regarding:
Achieve more peace of mind knowing that your family and lifestyle are protected against the unexpected with a tailored personal insurance plan from the team at Elliot Watson Financial Planning.
Andrew and Kimberly were about to have a new baby. They had both previously been married and each had children from their past marriages. With their fourth child on the way they were forced to purchase a new home. The burden of the mortgage and the fact they would soon become a single income house of six put them in great financial risk.
The Value of Advice
Andrew and Kimberly strongly believed in protecting their family, however they were concerned about how much insurance cover would cost in addition to their mortgage repayments. Our debt and wage protection specialist was able to develop a personalised budget to service their mortgage and living expenses, plus recommend an insurance plan with enough cover to payout their mortgage and provide a replacement income. Arrangements were made for the insurance premium to be paid out of Andrew and Kimberly’s superannuation funds, so the premiums were not a direct cost.
Following the advice we received we now feel relieved that if something were to happen to one of us, the mortgage and family would be taken care of. And the budgeting advice we received allowed us to save up and get married in late 2012.