At Defigo Financial Planning we offer the whole range of services to help you both CREATE and PROTECT your wealth.
An important part of a sound financial plan is Wealth PROTECTION or Insurance. To complement the wealth creation process we need to have in place policies to protect our assets for dependants in the event of an unforseen event like total and permanent disablement or death. Insurance is the foundation on which you need to build an effective legacy for your children; wealth. Without insurance your whole lifes work may be at risk.
Life Insurance and Income Protection insurance are perhaps the most important, though not the only insurance that can be used in a sound financial plan.
Income Protection What would happen to your ability to meet the day to day obligations like rent, services and food if you or your partner could not work for an extended period of time?
Lost Super: Not sure if all you super has been acocunted for? Why not check it out once and for all. Find your super entitlements at the ATO Super Sekker tool which may help you locate any "lost Super". Follow the link ATO Lost Super to search today!
