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Building and protecting your wealth

Posts Tagged ‘finances’


10 Tips to Achieve Your Financial Goals


Your financial goals will constantly change throughout your lifetime. Your priorities will shift, so your financial strategy will need to adapt. Here are 10 tips to help you achieve your financial goals, no matter what life stage you are in.




Income Protection Cover – What Are Your Alternatives?


Income Protection is a topic we talk about a lot. The reason for this is because we believe in its value to provide genuine peace of mind to you and your family in the event that the breadwinner in the home is unable to work. Let’s look at the alternatives.




Compare Protection Insurance Using Our Comparison Tool


It’s always a good idea to do some research about your protection insurance options before you meet, or speak with, with a financial adviser. Our protection comparison tool enables you to get an initial quote for life cover, critical illness cover (CIC) and mortgage protection.




Top Tips for Staying Positive in Difficult Times


In the midst of a global pandemic, taking care of yourself should be your number one priority. Not just your physical health, but your mental health as well. Stress about anything from the state of the world to the balance in your bank account can really take its toll.




5 Reasons to Review Your Finances First Thing in the New Year


How do you know where you want your finances to end up, and what you want to achieve if you don’t know where they currently stand? Neglecting to regularly review your finances can leave you floundering at the end of the year.




TAKE THE OPPORTUNITY: Ask a specialist financial expert anything


We are offering to schedule a number of calls per week for any medical, dental and other professionals to speak to a specialist financial adviser about their finances, loans, tax and general financial planning needs. Spaces are limited so don’t delay.




Dental & Medical Students – Which Bank Should You Count on at University?


Attending university is an exciting opportunity to learn and grow. While you should be absorbing information about your intended field and having fun, living away from home or even just getting some independence from mum and dad also comes with new responsibilities. One of those for many university students is opening up their own bank […]




Successful People Still Make These Financial Mistakes


We’re all working towards many of the same financial goals, such as wealth preservation and protection. High-income earners tend to have an easier time building and maintaining that wealth, with more options for investing and accessing funds that allow you to save and live as comfortably as you wish.




FRIDAY Five: 5 Financial Tips for Mothers and Mums to be


Each week in our Friday Five, we provide five quick tips about a different topic of interest. Interested in seeing a particular subject discussed? Send an email with your FAQ to info@dentalandmedical.com.




No income protection. What is your risk?


Income Protection is a long-term insurance policy that provides peace of mind to an individual if they find themselves unable to work due to illness or injury. These policies offer coverage during a stressful time and allow you to continue to receive a steady flow of cash while you’re off work.




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