© 2017 Life Insurance and Super Pty Ltd | AFSL 405 456 | Tax Agent 2466 8959
If you do not know what to do next – we do - so if you find yourself Suddenly Single make sure you come and see Mark Dowling or Gary Cutler at Life Insurance and Super Pty Ltd or phone them on 9841 2811.
Get Your Finances Back on Track with Help from Life Insurance and Super Pty Ltd
The death of a spouse or a divorce are traumatic experiences that can shake the very foundations of your life. In the midst of dealing with the grief and pain of the loss of a loved one, there are financial matters that must be taken care of.
Don’t let your finances overwhelm you at this difficult time. Mark Dowling and Gary Cutler at Life Insurance and Super will help you so you don’t have to worry. When you are ready they will work with you to ensure all your finances are put in order.
They will undertake a comprehensive financial planning analysis - what are your short term, medium term and long term financial and lifestyle goals. What needs to be done now, tomorrow, next month and later on.
We will then put in place a system whereby you know where your income is coming from and how the bills will be paid, budgeting and doing things within your means.
We work with you and your other professional advisers to ensure all of your assets are transferred into the correct name(s).
Once you feel settled you can take back control or we can continue doing it all for you while you get on with the things that you like doing knowing that your Private Financial Services Adviser is only a visit, phone call or email away.
It will be one of your worry’s taken care of.
Important Documents You Should Gather Together
As soon as possible, gather up all the documents you can find that are related to your financial affairs.
[ Centrelink Records
[ Insurance Policies
[ Loan and Lease Documents
[ Credit Card Statements
[ Birth Certificate
[ Share Certificates
[ Brokerage Account Statements
[ Bank Statements
[ Cheque Books
[ Mortgage Documents
[ Superannuation or Self Funded Pension Documents
[ Employment Contracts
[ Partnership Agreements
[ Divorce Agreements
[ Funeral Arrangements
[ Death Certificate
[ Tax Returns
[ Safe Deposit Box Information
[ Paid and Unpaid Bills