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Wealth Protection

Home/Wealth Protection
Wealth ProtectionLister_Financial2019-06-15T22:55:22+00:00

Life Insurance

Life Cover pays a set amount of money (the insured amount) if you pass away. Life cover can be held personally or within superannuation.

Total and Permanent Disability

Total and Permanent Disability (TPD) cover provides a lump sum payment (insured amount) if you suffer a total and permanent disability. It can also be held personally or within super, however there are some restrictions with policies held within superannuation.

Trauma Insurance

Trauma insurance provides a lump sum payment (insured amount) if you suffer a specified illness. The most claimed upon specified illnesses are cancer, heart attack and stroke. Trauma insurance can only be held personally.

Income Protection

Income protection provides monthly payments of 75% (usually) of your wages, after the nominated waited period until the benefit period expires or until you return to work. Income protection can be held both inside and outside of superannuation, however there are some restrictions with policies held within superannuation.

Lister Financial Services

  • Financial Adviser Perth Office

    3/34 Charles St, South Perth WA 6151

  • (08) 6277 0353
  • contact@listerfs.com.au
  • Monday - Friday: 8:00 AM - 6:00 PM

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Copyright 2021 | Lister Financial Services | Financial Services Guide | Privacy Policy | Disclaimer | All Rights Reserved

John Lister and Lister Financial Services Pty Ltd (ABN 32 623 630 633) are Authorised Representatives of Synchron (AFS Licence No 243313). This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information. Investment Performance: Past performance is not a reliable guide to future returns as future returns may differ from and be more or less volatile than past returns.

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Contact Info

Level 1, 34 Charles St,

South Perth, WA, 6151

Phone: 08 6277 0353

Email: contact@listerfs.com.au

Web: www.listerfs.com.au

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