If you are completing Week 5 of the Separation & Money program you’ll need these tools to help you. review your Personal Insurance.
You’ll find Excel, PDF and Google Sheets versions of the Personal Insurance Stocktake sheet. They are all the same, so just select the one that suits you best.
If you select the PDF version make sure you have the free Adobe Acrobat Reader installed on your computer, download the PDF (rather than open it in your browser) and then you’ll be able to enter data into the PDF and save it.
This summary has been prepared by MoneyBrilliant Pty Ltd (AFSL 492711, ACL 493068). The information in this summary is of a factual nature only. We are not suggesting or recommending that you take any particular course of action in relation to any financial product or service. It does not take into account your personal circumstances or objectives. If you need financial advice or taxation advice you should seek advice from a licensed financial adviser or tax agent. You may also be able to access additional information from the websites of the Australian Securities and Investment Commission (ASIC) and the relevant product providers.