Personal Financial Planning Advice

Good Financial Advice Equals Good Financial Results

Financial planning isn’t just about making money – it’s about creating new opportunities to help reach your goals. No matter what your current position, financial planning can get you moving in the right direction. With the help of KIB Group’s experienced team, you can start to make your goals a reality.

We have access to the latest tools, resources and expertise to develop a plan to make the most of your personal and business situation.

We want to have a long-term partnership bringing you more than just financial benefits:

  • Achieve your goals
  • Become debt free
  • Invest for your children’s future
  • Become financially secure
  • Get a better work-life balance
  • Retire in comfort

A plan for wherever you are in life

At each stage of your life, you’ll have different goals, so the advice you’ll need will be different. A KIB Group Qualified Practitioner can help make sure you’re right where you need to be, with advice that’s as individual as you are.

 

Personal Life Insurance Advice

Personal Life insurance encompasses a variety of cover types, including policies that provide lump sum payments upon death and continuous disability or trauma. Health insurance provides payment for the provision of hospital and ancillary medical and health services.

The types of cover available can be broken down into the following categories:

  • Term Life Insurance:
    provides for the payment of an agreed lump sum in the event of death of the insured.
  • Income Protection (or disability income) Insurance:
    provides for regular sums to be paid while an insured is unable to work due to sickness or injury.
  • Trauma (or crisis) Insurance:
    provides for the payment of an agreed lump sum if the insured person is diagnosed with one of a list of specified conditions such as a heart attack, cancer or stroke within a specified period.

 

General Advice Warning

The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice.  We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services  Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

 

For more information about the guidelines we adhere to:
www.centrepointalliance.com.au/fsg, www.centrepointalliance.com.au/complaints, www.centrepointalliance.com.au
General Advice Warning: Email: email/profinvest)(cpal.com.au Telephone: 1300 557 598