INSURANCE

Asset Protection

No one knows exactly what life has in store for them. It’s reassuring to know, that as you’re working, by putting a little aside, you and your family can continue to live comfortably while your wealth grows.

As you accumulate wealth, there are a number of risks that need to be considered such as the security and volatility of investment returns as well as the current and future taxation treatment.
However these will only affect certain aspects of a financial plan.

Have you ever thought about what could happen to your lifestyle and that of your family if the unforeseen did occur?

Health related risks such as death, illness or injury can quickly throw your whole financial future into complete disarray if they are not properly planned for. The use of life insurance such as income protection, death or trauma insurance are highly cost effective and logical to consider as the cost is only a fraction of what you could otherwise stand to lose.

We can ensure that you protect the lifestyle you have now while you build the retirement lifestyle you want. You protect your other assets; home, car, jewellery. Consider protecting your most precious asset you and your family and your ability to earn an income.

The Risks of Investing

It is impossible to guarantee an investment return (above the current cash rate) without taking on some form of risk. If it were possible, everyone would be doing it. And investment risk comes in many forms. Understanding the risks inherent with any asset or portfolio is critical to the investor’s ability to assess the appropriateness and appeal of an investment option. Some risks are obvious, and others not so. Identifying, understanding and taking action to mitigate all investment risks is one of the key purposes of engaging a portfolio management professional.   

How Much is Enough?

Risks vary depending on what stage of life you are at. For example, someone just entering the workforce may have completely different risks than someone more established in their career.
Shakespeare Financial Services has a range of risk protection strategies that are sound, measured and proven so that you can stop worrying about what may or may not happen.

Don’t Delay

Although we don’t always like to think about it, thinking and acting now may mean fewer concerns in the future. After all, the last thing you want is the financial worries that so often follow.

Life is all about living today, but it’s not easy if you’re worried about tomorrow. We’d rather you didn’t have to think about it. Leave that to us, that’s essentially what we do.

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