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Financial advisors who operate under a structure of values that govern the way we run our business and interact with our clients on a daily basis. Strategic Financial Advice, we pride ourselves on the fact that each person and every aspect of their financial goals is handled with care and respect.
Adrian, forty-seven, self-employed and Samantha, full-time mother of four, recently sought our guidance on how to best move forward with their financial and life protection goals.
During a pending application for insurance – Life, Total and Permanent Disablement, Income Protection and Trauma - Adrian was rushed to hospital and immediately taken into surgery for a common health issue. Appendicitis.
His appendix had ruptured the day before.
Adrian could have died. From a financial planning perspective, what could have saved their family from potential financial hardship?
Insurance!
Had these insurance policies already been in place from the moment they started their own business the family would have been financially covered no matter the outcome.
Fortunately, we were still able to find a solution and put their minds at ease whilst Adrian recovered.
Are you and your family covered if this happened to you?
