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Financial Goals
saving the family
saving the family
Copyright 2023 Financial Goals Pty Ltd| All Rights Reserved.
How to Preserve Your Goals, Dreams and Hopes for Yourself, Family and Loved Ones
Term Life - Lump sum paid in the event of death
TPD - Lump sum in the event of Total & Permanent Disability
Trauma - Lump sum in the event of a specified illness such as heart attack, cancer, stroke etc
Income Protection - a monthly amount to help cover cost until you are well enough to return to work
Superannuation does not have to wait until retirement - it needs attention now so when you decide to
stop work it provides monthly income to keep the dreams alive.
Retirement with basic government care, or regular income from a well planned nest egg.
Business succession planning means that your family will benefit from your hard work.
Businesses can and should continue in the event of death, trauma or injury.
Estate Planning ensures the orderly transfer of money and assets to exactly who you want.
It reduces tax burdens and the risk of loss for your family by establishing estate trusts.
Term Life - Lump sum paid in the event of death
TPD - Lump sum in the event of Total & Permanent Disability
Trauma - Lump sum in the event of a specified illness such as heart attack, cancer, stroke etc
Income Protection - a monthly amount to help cover cost until you are well enough to return to work
Superannuation does not have to wait until retirement - it needs attention now so when you decide to
stop work it provides monthly income to keep the dreams alive.
Retirement with basic government care, or regular income from a well planned nest egg.
Business succession planning means that your family will benefit from your hard work.
Businesses can and should continue in the event of death, trauma or injury.
Estate Planning ensures the orderly transfer of money and assets to exactly who you want.
It reduces tax burdens and the risk of loss for your family by establishing estate trusts.