Accountant or Planner – which do I need?

Accountant or Planner – which do I need? When it comes to sorting out money matters, where do you go to seek professional help? Can an accountant take care of your finances or should you be speaking to a financial planner? Discover more about the difference between these two support services and how you can benefit from both. Seeing an accountant is something that’s routine for most Australians. After all, lodging a tax return is …

Life cover – do you even have it?

Life cover – do you even have it? If you have family, dependents or debt, life insurance might be important, but one in four Aussies don’t know whether they have it. If you die and your life is insured, your beneficiaries receive a lump sum pay-out. This money can be the difference between the people who matter most to you enjoying a decent lifestyle or facing a financial struggle, yet one in four Australians aren’t …

If you’re looking for a home loan, Financial Partners (TAS) is here to help. If it’s your first home, or if it’s time to renovate, refinance or invest, we’re here to help make it happen. Contact us now  03 6343 1007  Ask for Whitley. Why should you use a mortgage broker?  There are lots of good reasons why …….. We streamline the process.The first step is ………  Get started with our Free Guides

What exactly is income protection insurance and do I need it?

  What exactly is income protection insurance and do I need it? Have you ever wondered how you and your family would cope if you had an injury or illness and couldn’t work for several months… or even years? For some people, income protection insurance might be the answer. What exactly is income protection insurance and do I need it? Income protection insurance (or temporary incapacity or salary continuance insurance) provides cover if you can’t work …

Beyond children: safeguarding the future

  Beyond children: safeguarding the future With your house paid off, the children grown up and your retirement savings on target, you could be lulled into a false sense of security that you no longer need personal insurance. If you or your partner were to die, then little may change in your financial situation. But what would happen if one of your adult children had an accident and needed care for the rest of their …

Things you need to know about personal insurance

  Things you need to know about personal insurance Personal insurance premiums have increased significantly over the past 18 months, running the risk that cost-conscious consumers might consider cutting back their cover. Suddenly those quick, off-the-shelf insurance products advertised on TV look enticing. But simple is not always cheaper, the cover may be inadequate or, worse still, may not pay out when you need it most. Underinsurance Personal insurance is a general terms for term …