Is everything secure before your break?

It’s that time of year when thoughts turn to relaxing with family and friends and perhaps getting away from it all.

If you are going away you no doubt take care to lock the doors and windows, organise for mail and garbage bins to be checked and neighbours notified. But have you secured everything?

There may be gaps in your financial security and planning that have potentially disastrous impacts. Imagine having a sudden accident while driving to a holiday destination and not having your ‘financial house’ in order.

  • Would your life and disability insurances leave your loved ones well looked after?
  • Do you have a valid will?
  • Are there debts and cash flow issues that could leave a financial mess for those left behind?

It’s time to get these critical financial issues properly taken care of so you can enjoy the holiday season with real peace of mind.

Start the new year with your financial house in order.

It’s a great feeling to know that your financial security is in shape for the new year ahead. Speak to us to find out how to make it happen.

 

 

 

 

 

*Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 AFSL 244252
The information provided in this document is general information only and does not constitute personal advice. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this information you should consider its appropriateness, having regard to your own objectives, financial situation and needs. You should read the relevant Product Disclosure Statements and seek personal advice from a qualified financial adviser. Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 AFSL 244252. From time to time we may send you informative updates and details of the range of services we can provide. If you no longer want to receive this information please contact our office to opt out.