Insurance & Protecting your family
For professional help and mentoring when selecting the right protection strategy and products for your needs join our online mentor session!
Insurance & Protecting your family
For professional help and mentoring when selecting the right protection strategy and products for your needs join our online mentor session!
Our Mentors can help securely protect your family!
Join our online course and learn how to select suitable Insurance cover!
Only $29.95
How to professional Calculate your need for cover!
The online session explains the importance of knowing what you need to consider when calculating your need for cover now and into the future.
Without the right amount of cover, your family’s lifestyle may not be protected or you could be paying to much, so its worth while knowing!
Whats Included
Learn about how to calculate the lump sum provisions that need to be accounted for.
Learn how Provisions and offsets can help reduce your need for cover.
Learn how your attitude towards investments can lower the amount of cover you need
Learn the Impact of indexation.
How to select the appropriate premium type!
Selecting the most appropriate premium type can be difficult. Learn about the different options available and how selecting an appropriate strategy can significantly lower the cost of your cover long-term.
Whats Included
Learn the benefits and weakness’ of a stepped premium structure.
Learn the benefits and weakness’ of a level premium structure.
Learn about new options that are available like hybrid and term level premium structures can be of benefit.
Features & definitions you want to know about!
The mentor will demonstrate the power of selecting the right features and deffinitions and how this makes claiming in your time of need as easy as possible!
Whats Included
Life insurance & the features you want to know about.
Total and Permanent Disability cover (TPD) and features available.
Trauma insurance and how this can be one of the most beneficial tools when protecting your wealth.
Income Protection and the features and definitions that make claiming as easy, efficient and as beneficial as possible.
Maximising the Tax deductibility of your insurance!
The mentor will coach you on selecting the right ownership structure for each type of insurance can maximise the tax deductibility of the cover you have to ultimately make you cover more affordible longterm.
Whats Included
Strategies to increase the deductibility of the premiums paid.
Strategies to reduce the tax paid on a sucessful claim.
Join our online course and learn how to select suitable Insurance cover!
Only $29.95
How to professional Calculate your need for cover!
The online session explains the importance of knowing what you need to consider when calculating your need for cover now and into the future.
Without the right amount of cover, your family’s lifestyle may not be protected or you could be paying to much, so its worth while knowing!
Whats Included
Learn about how to calculate the lump sum provisions that need to be accounted for.
Learn how Provisions and offsets can help reduce your need for cover.
Learn how your attitude towards investments can lower the amount of cover you need
Learn the Impact of indexation.
How to select the appropriate premium type!
Selecting the most appropriate premium type can be difficult. Learn about the different options available and how selecting an appropriate strategy can significantly lower the cost of your cover long-term.
Whats Included
Learn the benefits and weakness’ of a stepped premium structure.
Learn the benefits and weakness’ of a level premium structure.
Learn about new options that are available like hybrid and term level premium structures can be of benefit.
Features & definitions you want to know about!
The mentor will demonstrate the power of selecting the right features and deffinitions and how this makes claiming in your time of need as easy as possible!
Whats Included
Life insurance & the features you want to know about.
Total and Permanent Disability cover (TPD) and features available.
Trauma insurance and how this can be one of the most beneficial tools when protecting your wealth.
Income Protection and the features and definitions that make claiming as easy, efficient and as beneficial as possible.
Maximising the Tax deductibility of your insurance!
The mentor will coach you on selecting the right ownership structure for each type of insurance can maximise the tax deductibility of the cover you have to ultimately make you cover more affordible longterm.
Whats Included
Strategies to increase the deductibility of the premiums paid.
Strategies to reduce the tax paid on a sucessful claim.
Join our online learning session to better legally protect your family!
Understand what happens if you pass away without a last will and testament
Learn about what powers of attorney should be included in your protection plan
Learn how certain provisions in your will can help protect against Divorce, family disputes and legal matters
Learn how to stop your children under 18 from paying 46.5% tax on the income your estate earns.
Learn about the different structures available to optimise protection
Learn how to create a lasting legacy that benefits generations of your family!
Join our online learning session to better legally protect your family!
Understand what happens if you pass away without a last will and testament
Learn about what powers of attorney should be included in your protection plan
Learn how certain provisions in your will can help protect against Divorce, family disputes and legal matters
Learn how to stop your children under 18 from paying 46.5% tax on the income your estate earns.
Learn about the different structures available to optimise protection
Learn how to create a lasting legacy that benefits generations of your family!
Financial Information You Need to Know When Selecting Insurance Cover and Protecting Your Family!
How to Calculate Your Need for Cover
Knowing how much insurance you need will give your the peace of mind you seek
Insurance premiums
Learn how to structure your insurance premiums to save thousands
Insurance features and Definitions
Learn which insurance definitions could be of significant benefit in your time of need.
Maximizing the Tax Destructibility of Insurance
Advice & mentoring to help reduce your insurance premium by maximising tax rebates.
Minors Tax
Children pay 45% tax if you die, learn how to stop this!
Intestate Laws
Stop intestate laws reducing the money your children receive if you die
Guardianship
Learn how to protect who looks after your children will determine the people they become
Testamentary Trusts
Learn how to save and protect your child’s education
Technology designed to help at every step of your journey
Ongoing financial coaching & help in a web app!
Financial Advice has never been this easy!
Compare your Life, TPD, Trauma & Income Protection
No contact information needed!
Interact – technology designed for continued success!
Investment Opportunities & Wealth Report
Goals & Objectives Tracker
Automatic Budget Planner
One Complete View Of Your Finance
Budget Monitoring Alerts
Details Transaction Listing & Budget Report
For More information and a Financial Case study
Interact – technology design for continued sucess!
