Terminal illness

Your health and
your finances

Being diagnosed with a terminal illness will be an unexpected and traumatic experience, both for you and your family. Having family and emotional support is essential during this time, and you will also benefit from the practical support that a financial adviser can provide.

A financial adviser can provide education to help you and your family to:

  • Understand your options
  • Have difficult discussions and make important decisions
  • Plan for and manage significant costs
  • Provide expertise for complex issues such as life insurance claims and superannuation release applications
  • Provide introductions to other essential professional services, such as legal advice and tax advice

It’s unlikely that you would have planned for a terminal illness. Seeking financial advice for this difficult time is critical for both you and your family.

“David you have been helpful as I felt very stressed about how we would manage financially. You were able to setup our finances and relieve our worry.”

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