Insurance

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Personal risk insurance is an essential part of your financial plan that can protect you and your family from financial hardship caused by unexpected events. What would happen if you were injured, fell ill or died? No one likes to think about it, but have you considered whether your family would be protected financially – Who would meet your mortgage repayments and help support your family?

Momentum will assist you to identify your risks and implement a cost-effective risk management program that has been developed with your specific circumstances and requirements in mind. Insurance areas covered include:

  • Life Insurance – Pays a lump sum benefit in the event of your death or terminal illness.
  • Income Protection – Provides you with a replacement income stream if you are unable to work due to an accident or sickness for an extended period of time.
  • Trauma Insurance – Pays a lump sum benefit in the event that you suffer a specified trauma event including heart attack, cancer and stroke.
  • Total & Permanent Disability Insurance – Pays a lump sum benefit in the event that you are totally and permanently disabled

Momentum will consider the appropriate ownership structures, tax issues and insurers. We have access to a range of products from all major insurance companies to ensure the policy is appropriate for your circumstances and the premiums are competitive. You can even have most insurance types through your superannuation account to reduce the impact on your cash flow.

Testimonials

"Self-employed people often earn a decent income while working. However, without the benefit of employer-paid superannuation contributions often have little money to live on in retirement. Don’t rely on selling..."

Don’t neglect retirement savings
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Meet the Team at Momentum

Donna Hale

Office Manager
Team Profiles

Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.

 

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Momentum Financial Planning is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

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