Insurance

"Protect what’s important to you"

If you have debts or dependents, what would happen to them if something was to happen to you?

What if you were unable to work for an extended period of time, you were to become permanently disabled, or you were to die. How long would you and/or your family be able to put food on the table, keep the roof over your head, and pay for things like medical expenses? Think about the added stresses this would put on you and/or your loved ones when money could be the least of your worries.

We may have a Plan A for our finances but what about a contingency Plan B? That’s where personal insurance can provide you peace of mind by replacing your income or provide a lump sum of money to help with living expenses.

Hopefully, you never need to claim on your personal insurances, but if you do, you will be glad you put your financial affairs in order.

Insurance inside your super

If cash flow is a concern, you can still protect you and/or your family by having most of your personal insurances paid for by your super fund. We can advise you on the pros and cons of this, so you can make an informed choice that suits you.

Other things to consider:

  • For how much would you want to be insured?
  • For how long can you meet your living expenses before you would want your insurance payments to start?
  • For how long would you want your insurance payments to last?
  • For what events would you want to be covered?
My Wealth Management

MyWealth Manager Financial Services

Suite 16B, Level 4, 150 Albert Road, South Melbourne, VIC 3205       ABN: 27346867634

T: 03 9689 6763 | M: 0415 633 069       E: admin@mywealthmanager.com.au

For further details including the financial services we can offer you and how we are remunerated, please read the
Any advice contained in this document is of a general nature only and does not constitute personal financial product advice. In preparing the advice no account was taken of the objectives, financial situation or needs of any particular person. Therefore, before making any decision, readers should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs. Please read our Privacy Policy and Terms and conditions