Are you earning over 300k per year? Join us for an insightful webinar on Income Protection for High-Income Earners.
Discover the importance of income protection insurance and how it can safeguard your financial stability if you’re unable to work due to illness or injury.
Learn about coverage options, benefits, and key policy features designed to protect your income and ensure peace of mind.
Additionally, explore the benefits of working with a risk specialist and hear compelling case studies from doctors and dentists in similar positions, where we’ve been able to save them thousands, and in some instances, tens of thousands of dollars.
Don’t miss this opportunity to enhance your financial planning strategies and secure your future
Presenters:
Paul Jarvis has over 30 years’ experience in the Banking and Finance industry having held senior roles with ANZ and NAB as well as experience in the UK with Zurich. Prior to BFD Finance Paul was the State Manager VicTas for NAB’s Business Banking Financial Planning division. Paul’s skills and experience are diverse having worked with clients ranging from individuals, small to medium businesses, large privately-owned groups and ASX listed companies and across a variety of professions and industries. Paul’s approach is simple – to listen, understand and provide help so clients can achieve their personal and business financial goals. Paul holds a Bachelor of Commerce and Diploma of Finance and Mortgage Broking Management and is a full member of the Mortgage & Finance Association of Australia (MFAA). Paul is a credit representative (508396) of Westgate Financial Services Pty Ltd ABN 38 148 074 864 (Australian Credit Licence 410232).
Steven Roberts joined the Financial Services industry in 2011 and now joins BFD Financial Planning as the Managing Director and Senior Advisor. Steve has worked in several back-office capacities both in Australia and North America before becoming an Authorised Adviser in 2015. Specialising in Wealth Protection and Business Succession Planning, Steve’s passion is partnering with Medicos, Families, SMEs, and Corporates to develop a tailored plan, suited to their specific needs. In 2018 Steve was a finalist for the Financial Services Partners Rising Star Award and the Association of Financial Advisers National Rising Star award. In 2022 he was nominated for the Association of Financial Advisers National Adviser of the Year award. In his spare time, Steve and his wife have their hands full with two young daughters and he is also the president of an amateur football club. Steve is a Master of Financial Planning (MFP).