Jim Gleeson - Financial Planner
"I cannot direct the wind but I can help you to adjust the sails."
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"No advice" Ezicover Insurance
Ezicover insurance offers:
- A lump sum payment of up to $500,000 on death or terminal illness.
- A lump sum payment of up to $150,000 on diagnosis or occurrence of a heart attack, stroke, cancer or coronary artery by-pass surgery.
- A monthly payment of up to 75% of your average monthly pre-tax income if you are unable to work due to sickness or injury.
- A lump sum payment on accidental infection of HIV (Human Immunodeficiency Virus) or Hepatitis B or Hepatitis C while working in specified occupations.
- "Do It Yourself" insurance.
What is a Financial Plan?
Your financial plan is exactly that!....yours! It is a plan for your finances.
We provide advice on superannuation; income streams; managed investments (unit trusts); financial plans; term life; total & permanent disablement insurance; trauma; income protection; business succession and business plans; business expenses and group life insurance.
Our job is to assist and advise you in putting your plan into practice by
- Gathering your financial data
- Identifying your goals
- Discussing any financial issues or deficiencies
- Defining your attitude to financial risk
- Preparing your financial plan
- Helping you implement your financial plan
- Reviewing and revising your plan regularly
We can't make your plan work without you. We can provide you with the tools and the information and will work with you but it is your Financial Plan.
Talk to your financial adviser about developing a financial plan. Your adviser will be able to assist in preparing your plan, whether it is for yourself or your family and business.
Finding a professional planner who suits your needs will help you feel more in control of your finances and more confident about achieving your financial goals. Armed with the right questions and knowing what to expect, you will be better able to experience the benefits which come from good financial advice.
Need more information? Click here
P: 02 9428 1370 Mobile 0412 575 526 | E: info@futureprom.com.au
ABN 96 398 071 419 | Authorised Representative Number: 258204 | AFSL No.:312478
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