Our Areas of Advice
We will work closely with you to make sure your needs are being observed and taken care of depending on your tolerance to the investment time frame, tax positions, risk performance and preference to certain investments.
Personal Superannuation
Strategies of accumulation, salary sacrifice, estate planning, and effective contribution.
Income Stream Strategies
Pre retirement and post retirement.
Consolidation of Superannuation
Streamline into a tailored plan.
We can also assist business clients with solutions for implementing and reviewing their superannuation requirements to help them prepare for retirement age.
Citycover can also provide post retirement advice and monitoring for clients wishing to move their superannuation investments into other income streams – e.g. Allocated Pensions.
Why Us?
Superannuation legislation has become more complex, but tax advantages still remain. We can help you!
FAQs
Frequently Asked Questions for Retirement Planning.
How do I make a claim?
As your Adviser, you will always contact Citycover in the first instance and we will guide you through the claims process as this can vary from insurer to insurer.
How long will my savings last?
It may sound frightening. Fact is, we are all living longer. The sooner you plan for the future the more likely you will be in achieving a comfortable lifestyle. Make sure you are retirement ready.
What can an Adviser help you with?
A financial adviser can help you choose the level of cover that best suits you and review any of your existing insurance policies.
When is the right time to start planning?
It’s too late when your retired. The early you start planning, the better your retirement income and lifestyle.
Need Help?
Our experienced team is ready to answer any questions you have.
Need to Claim?
Our claims process is seamless, market leading and hassle free. You can submit a claim 24/7 online, or alternatively you can phone us during business hours on (07) 3270 1500 or after hours on 0419-710-868. Your dedicated claims specialist will assist you with your claim from start to finish.
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Our Team
The knowledge and experience of Citycover’s amazing team is widely recognised. We are extremely passionate insurance professionals, who love what we do.
Mark Sandow
Chief Executive Officer
Stewart Harker
Director
Daneille Crawford
Manager - Client Services
Gayle Herriman
Manager - Claims Services
Kerrilyn Olver
Claims Adviser
David Kimber
Senior Insurance Adviser
Jonathan Hobson
Senior Insurance Adviser
Lynette Braddock
Insurance Adviser
Paul McGregor
Insurance Adviser
Tracy Livesey
Insurance Adviser
Liz Walker
Insurance Adviser (AR 001256865)
Paul Cotterill
Insurance Adviser (AR 000442425)