Lots of clients are now very interested in the option of borrowing through their Self-Managed Superannuation Fund. An option that has come under the spotlight for the Financial System Inquiry. Here’s a checklist to ensure you comply,
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Why a Hubby should consider Life Insurance
Aussies we know are a pretty easy going bunch and this is probably one of the main reasons we're also a terribly under-insured nation. The 'she'll be right mate' attitude is pretty pervasive, with most of us thinking 'it'll never happen to me.' And then, wondering...
Family Happiness and Income Protection
It’s possibly unfortunate, but most things we do in our lives we rely on money. And money is definitely required to maintain our family’s standard of living.
The Australian Psyche vs Risk Protection
A few statistics from the financial industry are quite sobering and have highlighted under-insurance as one of the biggest security threats facing Australians
Greek Islands Calling? Or an Insurance Review?
If faced with a brush with death, many consumers would sooner jump on the next plane to a sun-kissed getaway than contemplate getting life insurance, according to research commissioned by CommInsure
Dani's Story
Dani is the daughter of a client I’ve had for some time. Her mum Jessie approached me to assist with some Salary Packaging strategies as she’s a nurse, and we soon became friends. Jessie is a happy, friendly, hospitable woman and extremely proud of her two beautiful...
Heard about Child Trauma cover?
Child Trauma insurance should be consiered as a part of your family’s overall protection package to assist if any of those horrid childhood illnesses happen to affect your family.
Welcome to our newest Team Member
Wealth Planning Partners are pleased to announce that Russell Sheasby has joined our team of Gold Coast based Financial Advisers.
Heard about Buy-Sell Insurance but don't really get what it's all about??
If you’re having trouble understanding Buy-Sell Insurance, this tells you what it’s all about, why it’s needed and what products can help out
Wondering if you need to Consider Business Insurance?
Here’s some questions for consideration to work out your own Buy Sell Business Insurance needs.
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