Sutherland Shire
 
Financial Planning
Take out insurance to protect your family in case something happens to you.

Lucy McKillop and her staff have a history of providing quality advice and excellent service to our clients. Lucy has helped many clients, like you, to achieve their financial and lifestyle goals.

Lucy is an authorised representative of MLC Financial Planning and has 26 years experience in providing financial planning services and advice for members of the local community. Whatever your financial objective or concern may be, Lucy can help in providing a solution.

 

Lucy McKillop - Financial Adviser
lucy@lucymckillop.com.au
My career began in the insurance industry about 26 years ago, working with my husband, as insurance agents.

For a period of 3 years I studied for and graduated from the Life Underwriters training course. This gave me great insight into the financial plight of families that do not adequately plan for their future. Subsequently, I studied for my Financial Planning Diploma which enables me to offer a holistic financial plan to my clients.

Over the years, I found that I progressively began specialising in the financial problems experienced by women. It seemed that in many cases women were more inclined to talk to me openly about their financial plans and goals.

Being married with 2 children and grandchildren, I value the importance of family and feel that if anything happens to the parents, the children's future will be financially secure as a result of a Personalised Protection Portfolio.
Personal Protection Portfolio

The Personal Protection Portfolio offers a choice of cover for the following events: death, disablement, serious illness and/or sickness or injury which may prevent you earning an income.

You can choose from a range of products to best suit your personal needs and budget within the one package.


Personal Protection Portfolio
includes:
- Life Cover Insurance
- Total & Permanent Disability (TPD) Insurance
- Critical Illness Insurance
- Income Protection Insurance
- Business Expenses Insurance
- Premium Waiver Cover

For more information on the Personal Protection Portfolio, please click here


 
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Lucy McKillop & Associates Financial Planning - Endeavour House Suite 204, 3-5 Stapleton Ave Sutherland NSW 2232
Phone: 02 9542 2904 email: info@lucymckillop.com.au | When you think Financial Planning, know Lucy McKillop & Associates

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