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Blog
Welcome to our blog page, your go-to resource for valuable insights on financial planning. Here, we share expert tips, strategies, and the latest trends to help you make informed financial decisions. Whether you're just starting out or looking to refine your knowledge, our content is designed to empower you on your journey to financial success.
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Debunking Life Insurance Myths in Australia
Navigating the world of life insurance can be challenging, especially with the myths and misconceptions that cloud our judgement. Understanding the reality behind these myths is crucial to making informed decisions about your financial security.
Steven Roberts
6 days ago4 min read
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Understanding Level Insurance Premiums: A Shift in View
In the ever-evolving landscape of life insurance, many policies have undergone significant changes that could impact your financial planning. One of the most notable shifts has been in level life insurance premiums, which have recently been rebranded as "variable" premiums, due to increases applied by insurers.
Steven Roberts
May 153 min read
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Achieve Higher Success For Your Claims With An Adviser
Regarding the claims process, a financial adviser can help you understand the overall process, deliver advice, and ensure you are making the right decisions in a timely and consistent manner for the best chance at success.
Steven Roberts
Apr 153 min read
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Life Insurance and Doctors: The Benefits of a Pro-Active Relationship
You implemented a personal insurance policy 5-10 years ago, the premiums have been steadily rising and you're unsure if the cover
Steven Roberts
Mar 173 min read
118 views
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Does Your Practice Need Key Person Insurance?
What would happen if one of the key people in your practice were to pass away, become terminally ill or be absent for an indefinite period?
Steven Roberts
Dec 16, 20244 min read
15 views
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Trauma Cover & Income Protection: Do You Really Need Both?
Trauma cover and/or income protection? The differences may be subtle for a lay person, but there are certain and lasting implications to...
Steven Roberts
Nov 15, 20244 min read
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An Insurance Cover That Fits Your Lifestyle
Insurance deserves more attention from us. Yes, it needs to be affordable, but more importantly, it needs to be comprehensive.
Steven Roberts
Sep 2, 20244 min read
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Why Income Protection Insurance Is Worth Your Time & Money
Our income is important to us. It brings us financial independence and security and helps us provide for our families. It's worth protecting
Steven Roberts
Aug 15, 20244 min read
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