You may be married, or in a de-facto relationship with children or other dependants.

What will happen to your partner or family if you are unable to work for an extended period of time, or in the case of your unforeseen death? Or if you become separated or divorced, what will you do with your shared assets?

Your family or dependants will still need to meet their current financial obligations – rent or mortgage payments, school fees, car repayments, and household expenses. And, what about their future life expenses?


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Things to consider Your options

Do you have appropriate Superannuation investment strategies in place for your current life situation? And, how much Superannuation will you need to maintain the lifestyle you desire in retirement?

Seek advice regarding your Superannuation including contributions, investment structure and beneficiaries.

How can you protect your income in the case of unexpected illness or injury or even worse – in the event of unforeseen 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.

What will happen to your assets in the event of your death?

Ensure you have plans in place to manage your Estate, including a Will to distribute your assets and look after your loved ones the way you intend.


"Protect your family from the unexpected and have more certainty for the future."

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