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302 Glen Osmond Road

Fullarton SA 5063

 

T:  (08) 8338 5155

F:  (08) 8338 5144
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In this section:

Insurance - Features & Benefits

Insuring your Life & Income

Why do I need personal insurance?

To protect against life’s uncertainties is sensible financial management. Investing in personal insurance will ensure that you and your dependents can continue to enjoy the quality of life that you want.

Different Insurance Options

  • Life insurance

  • Total & permanent disability insurance

  • Trauma & critical illness insurance

  • Income protection insurance

If you would like a personal insurance quote please email us with the following information:

  • Date of birth

  • Sex

  • Occupation & duties

  • Smoker/non-smoker

  • Salary

  • Amount of cover required

If you would prefer to make an appointment to discuss this personally with one of Adelaide Investment & Insurance Group Financial Planners, please call 08 8338 5155.

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Home loans

Adelaide Investment & Insurance Group has cemented a referral relationship for all of our home/investment loans with Peter Deere who owns Home Loans & Finance Group..

We are very confident you will be looked after in all aspects when arranging your home/investment loan with Peter.

If you would like to discuss your home loan or investment loan requirements, please contact Peter Deere on:

Peter Deere

P: 08 8362 1377
M: 0419 131 100
E: pdeere@hlf.com.au
U: www.hlf.com.au

Home loans and finance group

 

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Wills

The Importance of Wills

According to the Australian Executor Trustees one in every three South Australians does not have a Will.

Why should you have a will?

By having a Will you can be assured that your assets will be distributed according to your wishes. This saves your family and friends from heartache & unnecessary hardship.

Who should have a Will?

It is recommended that all people over the age of 18 years make a Will.

What should be covered in a Will?

One of the important functions of a Will is the naming of an executor. This person or organisation is responsible for the collection and distribution of your assets. Your Will should name your beneficiaries and give clear instruction on the division of your assets.

Your Will may also state any wishes you have regarding setting up a perpetual trust or any instruction giving a life interest in real estate or investments owned by you.

Parents of young children may choose to name a guardian.

Instructions regarding funeral arrangements or monuments may also be included in your Will.

To organise your Will you can arrange a free, no obligation appointment with Lester at our office or your Accountant's office. Call 08 8338 5155 to arrange an appointment.

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Offices of Authorised Representatives

Aiig also has a network of Accountants and Financial Planners who are authorised to give financial advice under our Licence.  Please Contact Us for further details of an Authorised Representative in your area.

 

Randolph Alwis

Randolph Alwis & Co Pty Ltd

198 Greenhill Road,
Eastwood, SA 5034

Gerry Brown

Gerry Brown Chartered Accountants

10 Launceston Street,
Banksia Park, SA 5091

John Brinkworth

Angelsey Accounting Pty Ltd

The Hub Shopping Centre, Hub Drive,
Aberfoyle Park, SA 5159

Raoul Dunk

RP Dunk & Co. Chartered Accountant

22 Bridge Street,
Salisbury, SA 5108

Vern Hembrow & Marc Evans

Financial Solutions Pty Ltd

685 South Road,
Black Forest, SA 5035 

Jason Tay

Alan Tay Chartered Accountants

505 South Road,
Ashford, SA 5035

Chris Morrissey

Chris Morrissey Accounting

43 Greenhill Road,
Wayville, SA 5034

Shane Teakle & Trevor Dolman

Chapman Teakle Dolman
Financial Planning Pty Ltd

20 Victoria Crescent
Mt Barker, SA 5251

Naomi Durdin

Eyre Accounting Services

7 Lipson Place
Port Lincoln 5606

 

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©  Adelaide Investment and Insurance Group Pty Ltd, 2006. 

All Rights Reserved.    AFS Licence No. 226405.

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