Insurance needs

Insurance needs

Are you prepared for unforeseen accidents or illness?

At Sallis Financial Planning we consider it not only important to assist with building your wealth or retirement nest egg, but protect you and your Family in the event of an unforeseen accident, Illness or Death. We take in to consideration the financial impact this would have on your cashflow, debt repayment or Wealth and Retirement goals.

We place a high priority on Income protection insurance as very few people can survive and raise a family if they lost their ability to earn an income. (Including exhausting Sick leave).

Other types of cover are agreed Lump sum benefits to cover debt, education and well being of family and any medical costs in the event of Death, Disability or Trauma.

At Sallis Financial Planning we assist with establishing a risk protection package including:

  • Income Protection
  • Life *
  • Total and Permanent Disability *
  • Trauma

*Premiums can be paid from Super Fund if appropriate.

We can arrange an insurance package to suit any budget.

For Business clients we can arrange Buy/Sell agreements and Business Expense Insurance.

Contact Kevin or Matt today to find out how they can help you protect your income.