Personal Insurances

Tailored life insurance and income protection

If something unexpected should happen, which sadly often does, to those who are least prepared, do you know how you and your family will be looked after? Security in knowing that insurance is part of your plan will bring the ultimate peace of mind in protecting your most important assets.

Being able to earn an income is your most important asset, which is why it needs to be protected and won’t impact on your lifestyle and your family.

With our financial planning service, we review and ensure that you have adequate insurances, and keep them updated as your circumstance changes. Sometimes we also aim to decrease them if assets rise in value to ensure we’re not wasting funds on unnecessary premiums.

Dependable Retail insurance policies will protect the financial direction and destination that we have planned, together, with you.

Personal Insurance Bundaberg that Isn't risky

Neilson & Co can review the following insurances for you:

  • Life insurance and total & permanent disability (Any or Own Occupation)
  • Trauma
  • Income protection
  • Business expenses
  • Key person & Buy-Sell Agreements

Implementing a sound insurance strategy will make the world of difference to your financial plan. So we make sure of it, mostly on a yearly basis to ensure that they’re still appropriate for you.

T: 1300 494 001
[email protected]

Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs.

Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance. Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website. You should also obtain and read this document prior to proceeding with any decision to purchafocusefem.au product.

Neilson and Co Wealth Management Pty Ltd (ABN 55 163 445 047) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

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