Security National main header, providing financial services. Plan for the future, plan for security

Call Now: 03 9867 2511

Security National provide sound financial support and advice for anyone's finance situation

Insurance Overview


The most overlooked, yet most valuable asset, you have is your ability to produce an income. Unfortunately the people who suffer the most when something happens to you are usually your family and your business.

 

The ideal first step before you make an investment, buy an asset, or start any business, is to consider a worst case scenario strategy and formulate a plan, putting the appropriate safety nets in place. An asset protection strategy, business succession plan and estate plan also need careful consideration.

What are the chances of it happening to me?


Every working Australian has a 1 in 3 chance of becoming disabled for more than 3 months before turning sixty-five.

 

Between the ages of thirty-four and sixty-four 36% of all males and 23% of all females will suffer from a critical illness.

Risk Management Plan


The types of things to consider when constructing a risk management plan are:

 

  • Your ability to earn an income: what is it actually worth?
  • How long will your family survive without an income?
  • What are your debt levels and how will your family cope with them in the case of death or disability?
  • Can you fund the medical requirements of a critical illness?
  • Business succession plans: will the bank recall any loans you are guarantor for?
  • Can your family step in to run the business as you have done?
  • Will business partners buy out your share of the business if you die?
  • What price would they pay if you are not here to negotiate?
  • Is there a written agreement in place?
  • Are your assets protected from third-party claims and creditors?
  • Will your beneficiaries receive exactly what you want in the most tax effective manner?

Need More Information


Life Insurance products can solve a number of these problems and can be a very cost effective solution as one dollar in premiums buys thousands in benefits.

 

We utilise research systems to compare all the products available in the market and to obtain the best quality product at the most reasonable price. Last year we saved our clients up to 47% on the cost of Life Insurance Policies, so even if you would just like to compare your existing polices please call for an appointment.

 

Contact Security National's friendly staff now for more detailed information: phone 03 9510 5400



Home
Corporate Profile
About Security National
Contact Details
Our People - Staff
Location

Links

Financial Planning
Investment Planning
Assest Allocation
Managed Investments
Direct Shares
Direct Property

Insurance Services

Taxation Planning
Taxation Gearing
Tax Strategies
Remuneration Packaging
Tax Solutions
Taxation Help

Terms of Use

Retirement Planning
Personal Superannuation Advice
Superannuation Income Stream Advice
Superannuation Asset Allocation
Self Managed Superannuation
Self Managed Superannuation Administration

Privacy Policy

Estate Planning
Wills and Power of Attorney
Testamentary Trusts
Referral to Solicitor
Referral to Legal Specialist
Estate Financial Planning

Copyright

Financial Services
Financial Plan Review
Portfolio Monitoring
Asset monitoring
Quarterly Newsletter
Financial Seminars

Security National Team

Security National main logo click here for more contact information. Security National Financial Services Pty Ltd
ABN 54 007 375 420
Holder of Australian Financial Services Licence 244565
Suite 4.02 Level 4, 448 St Kilda Road
Melbourne 3004 VIC
Tel: 03 9867 2511
website design by MelbourneOnline.com.au