Insurance

ImageWhat if..

  • you lost your job and couldn't work
  • you got injured
  • your partner stopped working

Do you have a safety net of funds available to pay your mortgage and bills for 6 months?
Do you have insurance to care for your family during this time OR will you be regretting the biggest mistake of your life by not covering your most important asset - YOU!

Call us now for a chat about insurance or setting up a loan which you don't pay for unless it is used. (Line of Credit)

 

Secure your financial freedom

You probably wouldn't think of driving an uninsured car, or taking the risk of not insuring your home and its contents.

The financial consequences, however, of the loss of your greatest asset, i.e. your health would be far greater than the loss of your car or other property. Although you may find it unpleasant to think about, have you considered the consequences to your loved ones if something were to happen to you?

  • Would your family have enough money to meet their financial obligations?
  • Would each of your family members be provided for in the most tax-effective way?
  • Do you have arrangements in place to receive the income you need if you were unable to work due to illness or injury?
  • If you have your own business, how would it be affected?

While nothing can compensate for the emotional loss that such a catastrophe causes, it is possible to minimise the financial loss to your family or business by putting in place appropriate risk insurance cover.

This could be a good opportunity to get advice on the types and amount of insurance appropriate for you – and to obtain a tax deduction.

As our valued client we want to ensure you receive professional and reliable advice on managing the every day financial risks that are increasingly common in our daily lives.

I invite you to take a Risk Health check with our Insurance Specialist.

E-mail us today at: insurance@chocolatemoney.com.au

Risk Insurance

When we think of wealth advice we often concentrate on investment strategies. While these are very important, it is equally important to put defensive strategies in place.

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