Cave Financial Services

E.P.A… don’t you mean E.P.Yayy!

Wed Feb. 28th 2018

Who have you entrusted to make decisions about your personal welfare and finances should you be unable to make these decisions for yourself?

Imagine you have suffered an illness or been involved in an accident and lost your mental capacity – a harrowing and despairing thought, but sadly a situation from which none of us is exempt.

You thought long and hard over which insurance policies to have in place to ensure your family would be financially secure should anything happen to you; now the time has come when they need the help you put in place, but they cannot access it as you are not able to sign the insurance documents!

Even if an insurance policy is in joint names, Insurance providers won't pay out without both signatures. Can your family afford to wait months and spend thousands of dollars seeking legal advice to get this sorted out? Does it not seem unfair that you've been paying your premiums but now you cannot access the benefits of your policy? What if the power was taken out of your hands to decide what medical care you receive?

Please watch the video below if you would like more information.

By appointing someone you trust to take control over your personal and financial matters, you can make sure that you and your family receive help when help is needed the most, all whilst acting with your best interests in mind. Speak to us today about establishing an Enduring Power of Attorney for as little as $150 and receive priceless protection.

Need some help?

Drop us a line using the form below and we'll be in touch to talk through your insurance or financial needs.

"Michael has consistently provided excellent service, financial advice, support and follow-up on insurance services for my business. I would highly recommend Michael to anyone needing clear and honest financial advice."
James McGoram

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