Tax Tip #5 income protection

Income Protection

Is your most important asset protected? Most people have insurance for their home and car but don't consider that their most important asset is their health and ability to earn an income. This is possibly your greatest financial asset.

Are you confident that you will be able to fund living expenses and provide for your family should you be unable to work due to illness or accident? Income protection insurance offers you peace of mind that your family's lifestyle will be protected and generally the insurance premium is tax deductible.

Why partner with us?

Our wealth protection advisors can provide you with a tailored strategy suited to your needs. As your circumstances change, it's likely that your personal insurance requirements will too. Not having enough insurance cover in place to support your family in times of crisis can be financially distressing. Appropriate insurance cover will give you peace of mind that your family is always protected and your lifestyle can be maintained.

How can we help you?

  • We provide advice on the four types of personal insurance cover (life, total, & permanent disability, income protection and trauma).
  • We assist to calculate your ideal level of insurance cover
  • We advise as to whether your insurance should be held inside or outside superannuation or a combination of both
  • We compare policies with several different insurance providers to ensure the policy in place is the best available to you


Don't risk being under insured, give yourself peace of mind that in any situation you and your family will be protected.

Contact our wealth protection specialists for guidance 03 8850 3333 or email obrien@obbc.com.au

Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330