Lynn Levitt

Protect for Success

Now, I know I wrote a few weeks back about insurance and protecting your assets but I thought I might touch on it again as it amazes me how many people out there have property or are buying investment properties and do not have the correct insurance cover and/or tenant insurance. It’s timely I mention this again as a lot of our clients, myself included, are about to settle on some investment properties and I need to highlight to you that it is imperative you have checked in with Jamie Grigg in our Success Team to make sure all is in order.
 
Jamie has a mountain of knowledge and not just in general insurance, ie household, tenant etc but also business insurance. Many of our clients operate their own businesses, when was the last time you had someone check your insurances to make sure you are not paying for something you do not need?
 
Just as important are you aware of the amounts coming out each month and what they are for? I have come across this a few times when talking to clients about their accounts and it has been highlighted that they are not sure what the insurance is for or worst still they are paying twice!
 
Jamie has numerous stories (I know because he tells me each time he is in the office) of cases where he has saved people hundreds of dollars just in re-assessing their cover and exactly what they are paying for. This all ties in very nicely when you have properties as well as most times Jamie can roll it in to one deduction per month which of course works for making sure you keep your money in your account as long as possible.clients about their accounts and it has been highlighted that they are not sure what the insurance is for or worst still they are paying twice!
If you would like to have a review it is free, please call Jamie on 0404 421 991 or contact our office and we will organize an appointment for you.
Lynn Levitt – Think Money Wealth Coach and Goal Mapping Expert.