This case study illustrates the collaboration between financial (myself), legal and business advisers to create a seamless plan for our client, a business owner in mining and resources, and his wife to help them achieve their financial goals and leave a legacy for their children. Knowing that protecting the family’s current lifestyle was important to John…
If your income stopped today, who would pay your bills? Your partner, your parents? Or do you have enough savings to meet expenses for the rest of your life? If the answer is no, then you should consider income protection insurance. Your ability to generate an income is arguably your greatest asset, yet only 31%…
Whether your mining and resources business is a startup or a growing concern, you need to think carefully about how to protect it. Business insurance policies can potentially save your business when things go wrong, but only if you’ve taken the time to check that the business and its assets are adequately and appropriately covered.…
The funding of life insurance within a super fund can provide various taxation concessions that are not usually available for life insurance policies held outside of superannuation. Having sufficient insurance in the event of death is vitally important, especially for younger families with mortgages and young children to support. An important consideration is whether to…
