Life insurance needs

What you'll get

This interview helps you clarify your insurance needs and context. You'll receive an Insurance needs workbook (your answers and needs in one place) and a Summary for your insurance advisor. Not personal advice — for education and to prepare for a conversation with an authorised adviser.

You & your situation

Life stage, dependants, and employment shape the type and amount of cover you might need.

Current cover

What do you already have? When was it last reviewed?

Income replacement

If you couldn't work, how long would you need income replaced? What would your family need?

Debt & major costs

What must be paid if something happened to you or your ability to earn? Mortgage, other debts, education goals.

Dependants & guardianship

If something happened to you, who would care for your dependants? What would it cost, and how would it be funded?

Life insurance needs calculator — work out how much cover could fund this.

Priorities & preferences

What matters most? Mortgage cleared, kids' education, spouse supported? Any product preferences (e.g. inside super)?

Review & purchase

You will receive an Insurance needs workbook and a Summary for your insurance advisor as one PDF. Not personal advice.

Insurance workbook purchase is not configured. Set Stripe Price ID in Customizer.