LIFE INSURANCE
Financial security for your loved ones
Life Insurance provides financial security directly to your loved ones. A lump sum benefit to your beneficiaries or estate in the event of your death, or diagnosis of a terminal illness.
Life Insurance provides financial security directly to your loved ones. A lump sum benefit to your beneficiaries or estate in the event of your death, or diagnosis of a terminal illness.
Income Protection gives you an alternative source of income if you are temporarily unable to work due to an illness or injury that has left you Totally Disabled or Partially Disabled.
Safeguard your business in the event of a key person’s death, disability or significant medical event. Includes Key Person Income Insurance.
The sum insured provides options in stressful situations, allowing you to reduce debt, pay for specialist medical requirements, house modifications etc.
Provides a lump sum amount in case of illness or injury allowing you to reduce debt, house modifications and time to adjust to a new way of life.
We have a strategic partnership and referral arrangement with Austbrokers Countrywide to provide general insurance for our valued clients.
GOOD ADVICE MATTERS
We start by establishing a crystal-clear understanding of your circumstances and identify what is important to you. In this introductory stage, we discover your budgetary guidelines and expenses to establish a clear understanding of the types of cover most suitable for you.
We undertake thorough market wide research across all insurers and carry out in-depth policy & contract analysis. All our research takes into account a pre-assessment of any medical & financials issues and includes in-depth premium analysis.
Our advisers will discuss the outcome of the research and an evaluation of the proposed levels of cover. We will provide a Statement of Advice and discuss the best options for you and your circumstances.
Our dedicated administrators will arrange all paperwork, fast tracking any medical & financial requirements. We have considerable expertise in negotiating medical loadings or exclusions which is a huge benefit to the client at this point in the process.
Each year we will review your policy, discuss your levels of cover and make amendments if required. You will receive a summary of schedules and taxation information from us and the insurer year on year.
Our dedicated claims team aims to ensure you receive priority service and peace of mind though the claims process. 24/7 phone and online fast and efficient service including crisis management.
Email: info@cwadvice.com.au
Telephone: 1300 991 479
Facsimile: 03 8732 0266
Street Address:
Office 8, 600 Doncaster Road
Doncaster Vic 3108
Level 2, 35 Dalmore Drive
Scoresby Vic 3189
7 Bath Lane
Bendigo Vic 3550
Suite 1, 1/38 High Street
Wodonga Vic 3690
Countrywide Advice Pty Ltd (ACN 648 237 914), as trustee for the Countrywide Advice Unit Trust trading as Countrywide Advice, is a Corporate Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294 Australian Financial Services Licensee Licence number 234665.
The Broadley Family Trust (ABN 38 823 670 198), trading as Stuart Broadley & Associates is an authorised representative of Charter Financial Planning Limited ABN 35 002 976 294 Australian Financial Services Licensee Licence number 234665.
Principal Address: Level 11, 699 Collins Street, Docklands VIC 3008
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
The Authorised Representative provides you with advisory servcies in accordance with the disclosures in the Financial Services and Credit Guide. Charter Financial Planning is responsible to you for all conduct. www.charter.com.au