Financial planning is about more than just creating wealth; it’s also about creating a safety net . The common belief that ‘it won’t happen to me’ often means people fail to protect the very thing that generates wealth – themselves. It’s worth remembering that even with the most astute financial management, there’s always a risk that you could die suddenly, or need extended time off work due to serious illness/injury. Neglecting this is often the biggest mistake that investors make. The wealth protection strategy that you choose will determine where you and your loved ones are left in the event of unfortunate circumstances.
During 2017 we were able to achieve a 100% successful claims rate for our clients. Future Assists insurance specialists advocate for our clients during two key phases of the insurance process. Firstly, at the time of application to ensure the right cover and right price point is achieved. And secondly, at the point of claim to promote positive outcomes for client.
If you are serious about protecting the ones you love, you need proper advice -not a call centre. Our fully-accredited insurance advisers take care of most of the paperwork and compare policies between nine of the largest insurers in Australia to find you the right solution for you needs and budget. We provide advice, not just a price and always take the time to explain your options in a way that you will understand.
Often insurance that is sold through direct marketing, such as TV advertisements, is not underwritten. This means they do not include things like medicals and occupational assessments. Instead, these medical questions will be asked when you go to claim. This may mean that you are unable to claim or that your claim will be rejected when you really need it. In contrast, Future Assist provides complete peace of mind by ensuring all of our insurance is fully underwritten. In addition, no matter what happens as you age the terms and conditions of the policy are agreed upon before the policy commences and do not change throughout the life of the policy
We offer the first consultation free to ensure that you have all the information you need to
better understand your options before deciding if our services are the right fit for you.
We could not have done this alone!Belinda G Product review 2016