Collingwood FC Physio Ben Shipperd and Wife Emily Take Steps To Protect Their Young Family Financially & Get a Head Start For Future Retirement.
The Chief community grows by 4 as we welcome the Shipperd’s to the MJ Financial Chief family.
Ben & Emily came to us after having their second child to review their current Life, TPD and Income Protection insurance policies now that their situation has changed. Ben had last reviewed his policy 3 years ago and wanted to ensure he was not overpaying for his insurance.
The couple were also keen to get on top of their current superannuation funds, knowing that structuring their investments and reviewing their current fees would make a difference in their superannuation balance at retirement.
We have restructured both Emily’s and Ben’s superannuation rolling them into a cheaper product with investments that meet their risk profile. This will allow them to build their retirement funds effectively for retirement. We were also able to update both Emily’s and Ben’s Life, TPD and Income Protection levels to reflect their current life stage, whilst finding them cheaper premiums helping their cash flow.
If you are in a similar situation and would like to have a chat with us, please contact us for a free consultation.
