Protect the people who depend on you
Most people insure their car and their home without a second thought. But your greatest asset — ‘you’ — often goes unprotected. If you were unable to work tomorrow due to illness, injury or death, would you or your family be financially secure? For most Australians, the honest answer is no.
The foundation of any good financial plan is personal protection. Moolawise, we take the time to understand your income, your debts, your dependants and your lifestyle before recommending any cover. The result is a protection strategy that is tailored to your situation — not a one-size-fits-all policy.
What we cover:
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Life insurance — a lump sum payment to your family if you pass away
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Total and permanent disability (TPD) — financial support if you can never work again
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Trauma insurance — a lump sum on diagnosis of a serious illness such as cancer, heart attack or stroke
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Income protection — replaces up to 70% of your income if you are unable to work
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Business expense insurance — covers fixed business costs if a key person is unable to work
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Policy review — if you already have cover, we review whether it is appropriate, correctly structured and competitively priced
Who is this for:
Personal protection advice is relevant at almost every life stage, but it becomes especially important when you have a mortgage, a growing family, a business, or people who rely on your income. If any of those apply to you, it is worth having a conversation.
Glenn is a great financial adviser and SMSF expert. Something that sets him apart is his respect and understanding of women as equal financial partners in a relationship. Highly recommend!
— Felicity