Because life can surprise you
“Accidents happen – but not to me.”
“My business can’t work without me – but that’s OK, I’m as strong as an ox.”
Of course, you don’t really believe any of these things…not consciously at any rate. But if you don’t have the appropriate personal insurance cover, it really is as if you’re telling yourself that bad things can’t happen to you. Even the most healthy optimists need a contingency plan.
At CRC Financial Services, we know that a sound financial strategy has to include preparing for things you hope will never happen: loss of key personnel, loss of income, accidents, and yes, even death. You need to know that your family, your assets and your income stream are protected if the unexpected happens. It’s all part of being in control.
So while you’re developing your overall financial strategy, talk to us about some or all of these things:
- Life Insurance;
- Total and Permanent Disabalment Insurance
- Trauma Insurance;
- Income Protection Insurance;
- Business Expenses Insurance;
- Key Person Insurance; and
- Business Succession Planning.
Give yourself peace of mind: send us an e-mail or call us today on (03) 6278 1199
Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee
Licensee Number 234 665. Principal Address: Level 9, 750 Collins Street, Docklands, Vic, 3000.
Charter Financial Planning is a principal member of the Financial Planning Association.