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Financial Planning
Insurance
Protect yourself and look after your loved ones. Building your wealth is important and so is protecting it. What would your family do if something happened to you? Illness, injury and death can have a huge impact on your family and your finances. Insuring your life and ability to earn an income will help look after your loved ones and protect them against these risks.
Salary continuance insurance (income protection)
Covers the loss of income, during an extended absence from work due to illness or injury.
Trauma insurance
Provides a lump sum payment as a result of a specified ‘trauma’, such as a heart attack, stroke etc.
Total and Permanent Disablement (TPD)
Covers the permanent loss of income through illness or injury that prevents your return to work.
Life Insurance
Provides financial support in the form of a lump sum payment for dependants in the event of your death.
Business expense insurance
Covers the costs of running your business in the event of extended illness or injury.
How a financial planner can help
A financial planner will identify:
- Areas where you may need protection.
- Appropriate insurance for your circumstances.
- The level of cover required.
Complimentary initial consultation
Your first consultation with a Bridges financial planner* is complimentary and obligation free.
It’s an opportunity to discuss your expectations and aspirations, as well as your financial circumstances, needs and goals.
Connect with a Financial Planner
Call 133 282 or find your nearest branch.
Important information
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* Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX participant. AFSL No 240837. This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. In referring customers to Bridges, CUA does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives. Bridges is part of the IOOF group.
