Personal Insurance Services

Robert Kearney Dip FP
Mike Sheridan CFP

Facts are today more people are personally under insured than over insured.

In general the majority of people see insurance as a negative rather than a positive, and as such tend to avoid the subject rather than confronting it, which leads to poor and/or inadequate levels of coverage.

More importantly, if the cost of insurance effects the hip pocket nerve, then under budget assessment, it tends to be the expense discarded as it is seen as a non priority expense.

Today, there are many ways in which we can help adequately cover the cost of our personal insurance position without effecting our lifestyle and living budget.

We are able to help implement strategies which may help adequately insure you and your family, without significant pressure on personal cash flow.

This will help give direction to those battling to ensure they are adequately covered.

Mike will provide the first appointment free of charge to analyse your circumstances and explain your options.

Regarding advice on personal insurance matters, Mike Sheridan and Cartier Financial Group Pty Ltd ABN 51 169 460 548 are Authorised Representatives (232698/458787) of MyPlanner Professional Services Pty Ltd ABN 51 159 696 830 (AFSL 425542).

Mike Sheridan is a sole director of Cartier Financial Group Pty Ltd.

Robert Kearney and Cartier Financial Group Pty Ltd ABN 51 169 460 548 are Authorised Representatives (1264981/458787) of MyPlanner Professional Services Pty Ltd ABN 51 159 696 830 (AFSL 425542).