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What should you do with a TPD and Personal Injury Payment?
When you have been through a serious personal injury, disability or illness it is imperative you receive financial advice to ensure you make the best decisions with your proceeds.
our role is to: Determine which strategy outcomes to take and to optimise, Minimise overall tax, often via the use of Account Based Pensions (where applicable), Minimise TPD tax (where applicable)
, Maximise Centrelink Disability Support Pension (where applicable),
Help people invest their money,
Sep 232 min read
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Cancer rates are rising for Gen X and Gen Y - why insurance has never been more important!
With cancer rates on the rise for Gen Y and X, make sure you have the right insurances, to cover your needs, particularly if you have dependants and a mortgage!
Jul 102 min read
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Financial Planning for Disabilities and Personal Injuries
Do you have an existing disability or have you recently acquired a disability or personal injury? This blog explains the payments available.
Apr 86 min read
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Mental Health Exclusions on Insurance Policies
31% of all insurance applications exclude mental health: What steps can you take?
Mar 52 min read
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How much does Life Insurance Cost in Australia?
You may need Life Insurance! Find out how much it could cost based on your age!
Jan 292 min read
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Life Insurances in Australia: The Who, What, Where, Why & How!
We cover the Who, What, Where, Why & How of Life Insurances for you!
Nov 7, 20243 min read
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How do I apply for Life Insurances in Australia?
Michael Sauer CFP explains how to apply for life insurance and what to consider
Oct 1, 20242 min read
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Are you wasting money on Income Protection?
Don't be confused, Income Protection is definitely NOT a waste of money and extremely crucial for most people. However, for most policies...
Jun 14, 20241 min read
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Business Partner Risk: The 4 ways a Buy Sell Agreement can protect you!
A Buy Sell Agreement is a legal agreement between business partners which lists triggering exit events and stipulates how to fund the...
Mar 28, 20242 min read
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Automatic Insurance within your Superannuation - Is it right for you?
As my video explains, the standard insurance coverage levels offered by super funds are almost never enough for people; they are provided...
Feb 27, 20242 min read
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