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Insurance might not always be top of mind, but it’s important to review your policies regularly to ensure you’ve got the right cover.
BSc. Econ, BCom, MBus
Authorised Representatives of Millennium Three Pty Ltd
ABN 61 094 529 987
AFSL 244252
Insurance might not always be top of mind, but it’s important to review your policies regularly to ensure you’ve got the right cover.
Having personal insurance, which may include Life, Total and Permanent Disability, Income Protection and Trauma insurance, is an important part of protecting yourself, your loved ones now and in the future.
It’s simply best to review your cover whenever your situation changes. Below are the 10 most common life stages that can affect your coverage needs:
These milestones mark important times in life and it’s easy to get lost in the day-to-day grind, however you need to remember to always be prepared for the worst. The basic rule of thumb is, “if your circumstances change, so should your coverage.”
Many people often assume they are locked into their insurance coverage, but there is usually no need to feel locked into anything. Insurance is flexible and can be changed to fit your needs.
If you have any questions about the above, please feel free to get in touch with us. We’re more than happy to answer any questions you have about your coverage or insurance in general.
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Perspective Wealth Management Pty Ltd
ACN 639 529 749
Trading as Luck Financial Group is a corporate authorised representative of Millennium3 Financial Services Pty Ltd
ABN 61 094 529 987 – AFSL 244 252
The information displayed on this communication is a summary only and should not be construed as investment advice or securities recommendations. It is prepared for general information and not having regard to any particular persons investment objectives, financial situation or needs. No recommendation (express or implied) or other information should be acted on without obtaining professional advice. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner. This website is for Australian residents only.
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