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Protecting Your Wealth – Insurance in Plain English

Protecting Your Wealth – Insurance in Plain English

Insurance is a form of protection – a way to protect yourself, your family and the things you own if something goes wrong. However, with so many types of insurance available it can be hard to work out what insurances are relevant to your situation and what level of cover you need. Below is a link to a “Protecting Your Wealth” fact sheet that explains, in plain English, the different types of insurance available as well as the benefits and disadvantages of having insurance as part of your Superannuation package vs. owning your cover personally.

Protecting Your Wealth Fact Sheet

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The Trustee for Pereira Family Trust (ABN 25 467 180 446), trading as Lake Macquarie Financial Planning is an authorised 

representative of Charter Financial Planning Limited, Australian Financial Services Licensee.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. 

You need to consider you financial situation and needs before making any decisions based on this information.