Insurance Tips

 In Financial Planning, News

We are all wanting financial security as we head towards our retirement. One issue that we all worry about is the financial security for our children.  As parents or grandparents we are all aware that health is paramount and should a medical event happen to our children then your own financial security could be compromised.

In that regard, have you considered that a small outlay towards an insurance policy could be a very simple answer and a wonderful gift at possibly a very difficult time.

Trauma insurance is a very simple insurance product that can be funded for your children to ensure that a medical event such as cancer or a heart related illness does not leave you and your children with a financial cost or burden.

Our Insurance Specialist advisers, Mark Horrocks (Sydney) and Guy Dela Fuente (Melbourne) has been very helpful to many of our existing clients in offering perspectives to insurance coverage.

Why not arrange a review of all your personal insurance cover as well. This is offered at no charge to all of our clients.  You can call to arrange a time with Mark on 02 84046700 or Guy on 03 9866 5888.

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