At Tony Jordan Insurances we strive to ensure that you are in the best position should the unfortunate occur. Nobody likes to think about someone close to us being injured or passing away, however it’s important you consider your options rather than when it’s too late.  Individuals, families and businesses alike can all be significantly affected financially due to death, illness or injury of a family member or business partner.  Although this can be a sensitive and emotional issue it is important to be aware of the potential risks, and understand the ways you can protect the financial wellbeing of both your family and business.

Vicky Murace is qualified and authorised to provide advice in the following advice areas:

  • Life Insurance
  • Trauma Insurance
  • Total and Permanent Disability (TPD) Insurance
  • Income Protection Insurance
  • Business Expense Insurance
  • Group Risk Insurance
  • Personal Superannuation
As some of the above insurances may have an impact on Superannuation, it is important to consider any potential consequences of implementing strategies. Vicky will assess the available options and advise on the suitability in relation to your Superannuation and your overall financial position.
Vicky’s aim is to ensure that you have the best available financial protection for you, your family and your business. To arrange appropriate cover, we:
  • Work with you to understand what you want in terms of your financial and lifestyle goals over the short, medium and long term;
  • Understand Financial Protection is underpinned by a range of different insurances and we work out the types of insurance and level of benefit that will suit your needs;
  • Advise how best to structure your Life Risk portfolio so it suits your cash flow and is tax effective, plus advise on the most efficient way to structure your insurance, whether it is self-owned or within your superannuation;
  • Source the insurance provider and product that best suits your needs;
  • Review your insurances on a regular basis to ensure that the cover you have is suitable for your circumstances;
  • Manage and liaise with you and the insurer in the event of a claim; and
  • Work with your accountant and solicitor to ensure we achieve a tax effective and soundly structured insurance program.