Personal Insurance

“The most important gift you can give to your family might just be to be insured…it’s not just you who gets hurt if the unexpected happens.”

We know that the thought of a prolonged illness, disability or premature death is difficult, let alone planning for it and how it would impact you and your family, but the added complication of financial hardship at an already difficult time, only makes the experience more traumatic.

“There is no time like the present to ensure that your current circumstances and your future goals are aligned.”

We know that you don’t have to have a huge income, a lot of assets or investment experience, to benefit from the advice and expertise of our team.

We offer a range of services and guidance tailored to young people and those who are just starting out, as well as to those who are more established .

Whether you are curious about investing, know that you need to take control of your Superannuation , want the security of insurance or need a loan for your first home, we are available to work with you to reach your specific goals as you navigate the financial world.

Applying for insurance while you are young has a number of benefits:

• If you’re healthy, you can avoid exclusions
• Underwriting is less arduous
• You’re likely to have access to better coverage
• Level Premiums allow for lower costs over the long-term insurance plan

You may have an arbitrary level of insurance cover through your Super Fund however, if this cover has not been tailored to your personal situation, you may be paying for insurance that you will never be able to use if the need arises or it may be for a significantly less level of cover, than your actual requirements. Why pay for insurance if it is not relevant to your needs?

At Sycon Wealth, we know that a great strategy for your protection involves assessing and covering you for your current stage of life, goals and obligations while being flexible to move with you as your family circumstances change and your wealth and possessions increase. Your insurance cover should keep up with your growing needs and although we are available to meet with you at any time that you consider making a change, our annual reviews will also ensure we don’t miss any important milestones.

Disclaimer: The information contained on this website is general in nature and does not take into account the objectives, financial situation or needs of any particular individual.  You should consider your personal situation, whether the information is applicable to your needs, and where appropriate, seek personal advice from a financial adviser before making any decisions based on this information.

Fletcher Holmes (Authorised Representative 1239525) and Holmes Financial Pty Ltd (Corporate Authorised Representative 1262254), Dane Beauchamp of Beauchamp Financial Pty Ltd (Corporate Authorised Representative 1262255), Nick Griffiths (Authorised Representative 1233252) and NJ Wealth Pty Ltd (Corporate Authorised Representative 1267147) and Natassja Purontakanen (Authorised Representative 1271306) and NJP Financial Pty Ltd (Corporate Authorised Representative 1293688)

– all t/as Sycon Wealth, are all Authorised Representatives of GPS Wealth Ltd | Australian Financial Services Licence 254 544 | ABN 17 005 482 726 | Ph: 02 8074 8599

NJ Wealth Pty Ltd (ABN29 626 287 063) and Marshall Financial Group Pty Ltd (ABN 38 645 946 905) t/as Sycon Wealth are Authorised Credit Representatives of Australian Finance Group Ltd ACL No. 389087.