April 20, 2021

Insurance for Scott & Sally

Scott; 31 and Sally; 32, are married, have a young family, and a mortgage. They want to sort out their finances so that they don’t have to worry about funds, if the unthinkable were to occur. They currently have the standard level of life insurance each within their super fund accounts, but Scott and Sally think they may need more.

Sally’s friend recommended seeing a financial adviser. Neither had spoken to a Financial Adviser before nor considered it, as they thought it was mainly for those retiring. Together, they googled some companies and found Connolly Wealth Management. Scott called the office and a meeting with Chris was arranged. Scott and Sally were made to feel welcomed and at home. Chris established that they should increase their insurance cover to protect themselves and their family. He increased the level of cover for Death Insurance, Total and Permanent Disablement Insurance and Income Protection Insurance. Scott and Sally are now in a better financial position should the worst scenario happen, and feel happy that their family’s future is secure.


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