Emerald Bombers Captain Takes Steps To Protect Himself & Partner Financially & Start His Path To Retirement Early
Nic Jansen has become another of our valued members of the MJ Financial Chiefs community.
Nic came to us to see if we could review his current Life, TPD and Income Protection insurance policies to make sure they were appropriate for his current needs and he wasn’t paying too much as the current policies were implemented over 2 years ago.
Along with his insurance we were able to review his current superannuation fund. Nic did not have an ongoing relationship with his current adviser; however, he was paying a reoccurring annual fee through his superannuation.
We have restructured Nic’s superannuation to ensure he is on the right path building funds for his retirement and have removed his ongoing fees as there was no need for ongoing management at his age. We have also updated Nic’s Life, TPD and Income Protection levels to reflect his current life stage.
It is important to review your insurance every couple of years due to changes in your circumstances and market offerings.
