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Only 13% of Australians have enough life insurance for their family to maintain the same standard of living if they were to get sick, injured or pass away. 
 

One of the main reasons people are underinsured is that despite realising they have insurance inside their superannuation, many people don’t realise that it’s almost never enough cover for what they actually need.

Our insurance service helps you in four main areas:
 

  • We calculate how much Life Insurance, Total & Permanent Disability, Income Protection and Trauma insurance that you need based on your individual variables such as age, income level, mortgage size and number of children.

 

  • We analyse the cost and quality of your current insurer against a range of insurers to find you the best product.

 

  • If you have any pre-existing health conditions, we can source the best insurer and structure for you

 

  • If you ever need to make a claim, we will support you through the process and act as your representative in processing the claim with the insurer. 
     

Through this four step approach, we can provide peace of mind that you have the right amount of cover whilst also typically saving you money and/or providing you with a better quality policy.

Piggyback

Life Insurances

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We can help financially protect you and your family with tailored life insurances. Concerned about the costs? Remember, most of the insurances can be funded via your superannuation. 

It all starts with an obligation free chat. 

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©2023 by Source Wealth Pty Ltd. 

Authorised representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735

Australian Financial Services License 229 892

Financial Services Guide

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice.  We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of the our website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. 

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