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Do You Need an Insurance Checkup?

One of the more important and underrated aspects of financial planning is income protection. To that end, we offer various forms of life insurance in our Perth office. We can’t give individual advice in a blog because everyone’s financial needs are different, but can offer some indications that it may be time to at least call a financial planner and ask for an insurance checkup.

Insurance Checkup With Financial Planners Perth

Yearly Checkup

When you entrust your financial planning to us at Approved Financial Planners, we are always happy to offer a yearly insurance checkup. We feel that we owe it to our clients to provide them with the best in financial services. Consequently, we offer a yearly insurance checkup just to ensure that changes in your financial situation haven’t made it necessary to alter your coverage to better protect your assets.

Life Changes

Changes in your life often affect your financial situation because they can change your financial needs and priorities.

Changing Employers

If you change your employers, your entire financial situation can change. Different employers usually have different superannuation funds and different insurance plans. If you were depending upon your previous job for any kind of insurance, it is a good idea to find out what kind of insurance your new job provides.

Your Own Business

If you are going into business for yourself, there are plenty of options to explore to help protect your business and your assets. Income protection insurance and business expenses protection are two common forms of insurance that business owners use to protect their assets.

Spouse and/or Children

If you marry, have a new child or both, there are many options available that allow you to protect both. We feel it is important for those with families to carry adequate life insurance to take care of them in the event that the unthinkable happens.

Approved Financial Planners

We offer a full range of financial services in our Perth office: call 08 6462 0888.