Financial Services News

A Guide to Protection Matters - Protecting, preserving or ultimately distributing your wealth.

A Guide to Protection Matters

September 2017

This seasons guide focuses on the following topics:

  • Life insurance
  • Different types of life insurance
  • Term life insurance
  • Whole-of-life insurance
  • Critical illness cover
  • Income protection insurance
  • Private medical insurance
  • Long-term-care
  • Making a Will
  • Power of Attorney
  • Inheritance Tax
  • Setting up a trust

Click here to download the full PDF.