Matt – Super and Personal Insurance Check

Tooradin Dalmore Football Captain Matt L is one of the newest members of the MJ Financial Chiefs community.

Matt came to us as he wanted to review his current superannuation and insurance position to make sure it was appropriate for his current needs. Matt did not have an ongoing relationship with his current adviser; however, he was paying a reoccurring annual fee through his superannuation. He also had his life, TPD and income protection policies put in place 4 years ago that did not reflect his current situation.

We have since restructured Matt’s superannuation to ensure he is on the right path building funds for his retirement.  We have also updated Matt’s life, TPD and income protection levels to reflect his current life stage. The bonus for Matt is that while he has increased his levels of insurance and the features in his policies the premiums have decreased and he is able to pay these premiums through superannuation.

If your situation has changed it may be a good time to have a financial health check.