Adrian – Income Protection & Superannuation

Adrian is a mechanic and has been wondering how he would be able to pay his bills if he was out of work for a period of time. Adrian had done some surfing on the internet investigating different income protection options; however, he was unsure on all the specific features he required.

We discussed with him what his maximum monthly benefit could be, what wait periods and benefit periods meant and how he is able to claim a tax deduction for his income protection insurance.

Adrian now has an income protection policy that is tailored to his needs with a provider that is cost effective for him as a mechanic.

We were also able to get Adrian on track with his superannuation rolling him over into a cheaper product that allows him to invest appropriately to set him on the right track for his retirement.