Personal Insurance Advice

Insurance is an essential tool to help protect you and your family from financial hardship, at a time when you can least afford it. It’s designed to manage risk and provide your family with peace of mind. It’s important to maintain your insurances at appropriate levels.

At SMSF Strategic Advisors, our focus is on personal insurance, specifically life insurance, total and permanent disability insurance, income protection and trauma. Having this insurance in place is a lifeline, at those worst possible times.

Each of these insurances can and should be tailored to suit your specific needs and circumstances. They should be reviewed regularly, taking into account any changes to your income or lifestyle factors each year. We’re pleased to provide a quick overview of these personal insurances, explaining why they are so important.

Each of these personal insurances, and the level of coverage required, should be discussed and arranged with an experienced financial planner. SMSF Strategic Advisors will work closely with you to determine the appropriate level of personal insurance required, and then implement same to protect your financial future.

Two Common Personal Insurance Mistakes

At SMSF Strategic Advisors we are passionate about personal insurance and providing professional advice to protect your financial future. For more information contact Rita Zappulla on (07) 4225 5428 or info@smsfsa.com.au

General Advice Disclaimer - The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances.

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