You are in a relationship with shared financial goals and obligations.
If you suddenly become injured, or fall ill and you are off work for an extended period, or your relationship takes an unexpected turn, what plans do you have in place for your shared obligations?
What will you or your partner do with your mortgage, shared savings, or how will you pay your bills?
| Things to consider | Your options |
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Do you have appropriate Superannuation investment strategies in place for your current life situation? |
Seek advice for your Superannuation including investment structure and beneficiaries. |
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How can you protect your income in the case of unexpected illness or injury or even worse – in the event of your death, to ensure you and your partner can still meet your financial obligations? |
Take out appropriate Personal Insurance for your current situation: Income Protection Insurance, Critical Illness/Trauma Insurance, Total and Permanent Disability (TPD) Insurance, Life Insurance. |
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Ensure you have a Will in place to distribute your assets and look after your loved ones the way you intend. |
"Put plans in place for you and your loved ones."