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    This checklist will help you quickly assess your current level of financial protection, as well as determine the steps you will need to take to upgrade your financial security.

    ToolDescriptionHaveNot Sure/ReviewDon't Have
    Emergency fundMoney that is set aside for unexpected situations. You have enough to cover unexpected repairs, urgent travel or loss of income in your savings.
    Life insuranceA product that pays out a sum of money to your family/beneficiaries in the event of your death, or if you are diagnosed with a terminal illness.
    TPD insuranceInsurance that pays out benefits if you are unable/unlikely to work on your own or in any occupation for which you are suited by training, education or experience.
    Income protection (IP)Replaces your income if you cannot work due to sickness or injury, as well as pays a monthly taxable benefit.
    Trauma insuranceProvides a lump sum of money to cover immediate medical expenses and other financial needs when a critical illness or injury occurs.
    General insurancesIncludes car, home and content, and landlord insurances.
    Private health insuranceInsurance that can help pay for the cost of your treatment as a private hospital patient, or for out-of-hospital health care services.
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