Insurance – Newcastle
GalleryRetirement Planning – Brad Lonergan BMK Financial Services
If you’re looking for a Financial Planner in Newcastle, Hunter or Sydney regions then Brad Lonergan from BMK Financial Services can assist you with all your Insurance needs.
He has a broad range of experience over the past 15 years in the Financial Planning industry working with various organizations including the big four banks and […]
Reinforcing the Value of Advice – Scottie’s Story
This video from TAL client Scottie, reinforces the importance of the advice process & how it’s crucial to review my client’s needs. Advisers can assist their clients even when they lose belief in what has been recommended to them.
Family budget pressures prompted Scottie to seriously question the value/need for his cover- sound familiar? By […]
GalleryThings You Need to Know About Personal Insurance
Personal insurance premiums have increased significantly over the past 18 months, running the risk that cost-conscious consumers might consider cutting back their cover. Suddenly those quick, off-the-shelf insurance products advertised on TV look enticing.
But simple is not always cheaper, the cover may be inadequate or, worse still, may not pay out when you need […]
GalleryCyber Crime and How To Protect Yourself
With the flurry of online spending during the holiday season, now is a good time to review how well you’re protected against Cyber Crime.
The internet brings many positives but it’s also allowed fraudsters to develop numerous and elaborate ways to exploit unwitting users by attempting to steal money, private information and even personal identity. […]
GalleryProtecting Your Wealth With Insurance
Protecting your wealth with insurance is a way to protect yourself, your family and the things you own if something goes wrong. It enables you to replace or repair your assets, whether those assets are your belongings or your capacity to earn income.
Everybody’s circumstances are different, but insurance is important for everybody. Your need for […]
GalleryMaintaining Your Income – Transition to Retirement
What is transition to retirement?
Transition to retirement is a strategy that can help you reduce your working hours while maintaining the same level of income. This is achieved by drawing a pension from superannuation using the ‘transition to retirement’ condition of release.
Everyone who is preservation age (currently 55) but less than 65 years of […]