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What would happen to your loved ones if you died or were unable to work:

  • Could loan repayments be made?
  • Could living costs still be met?
  • Could your children still be educated?

 

And if you are in business, have you thought about the effect of:

  • Your business partner dying or being unable to work;
  • Your “right hand man”, or other employee, dying or being unable to work;
  • Leaving your business to only one of your children?

 

These are all important considerations and they could happen to you.

Insurance really is the foundation of any financial plan. Commonly known as “wealth protection”, it is a useful tool for ensuring your lifelong goals can be fulfilled.

You may also be interested in:

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Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: 750 Collins Street, Docklands VIC 3008