Wealth & Personal Protection
Wealth / Personal Protection Services
Protecting what's important, Insuring your assets like your home, contents and car can provide some kind of financial relief if your property is lost or damaged. But it's just as important to remember that YOU are your biggest asset; yet this is generally the area of most under-insurance. Unfortunately most Australian families don't have enough life insurance.
A 2009 study found the average payout received by families in the event of the death of a partner was just $91,000 a worrying finding given the average family with young children has debts totalling $167,000. For Australian mums and dads this means if something happened, there wouldn't be enough insurance for their own or their children's financial needs. And it seems women are the least prepared, with only 50% of mums holding life cover compared with 62% of fathers. And while no one likes to dwell on the negative, the reality is insurance could protect your family's financial wellbeing if something happened to you.
Putting A Plan In Place
Setting up a robust personal insurance strategy doesn't have to be difficult or impact your current lifestyle. Many people don't realise how easy and affordable it is to get covered, or what's available to protect themselves and their family.
Our dedicated Personal Protection Specialist can assist you to understand your protection needs and help you identify the types of insurance that best suit your personal situation. We can set up smart ways to pay so you make significant savings on premiums and tailor a comprehensive plan to meet your individual circumstances within your set budget.
Introducing our specialist John Templeton
John Templeton is a financial advisor, currently an Authorised Representative with Synchronised Business Services Pty Ltd. John began his career in 1983 and is well established as a Risk Insurer adviser. John is well respected in the financial services industry and has built strong professional relationships with various life offices over the last 30 years. We are pleased with this new valuable addition to our team where we can draw on his wealth of knowledge and experience and ensure that our clients' needs are well supported.
Are You & Your Family Covered?