EOFY is done and dusted…. Let’s take stock and work towards a greater NY!

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The End of Financial Year is, for me, a real time for reflection. I measure my business at this time, but I also measure my personal goals. I like to take a step back at this time of year and really check where I am at, both professionally and personally. This is something that I would like you to consider.

The thinking behind this is simple: if you’ve already achieved your goal don’t rest on your laurels – aim even higher!

It’s ...

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I can’t believe we’re in June already!

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Can you believe we’re nearly halfway through 2016?! Feels like it was only last week that we were popping the cork on the New Year’s champagne!

And yes, this time of year is when our thoughts turn to tax returns and financial statements, etc, but I also think it’s a great time to reflect on our achievements over the past 6 months. Reviewing our past milestones not only gives us an opportunity to take a breather from our busy lives, but ...

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Monarch in the Media

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Hi all,

I thought I would share an article that I was quoted in recently for Money Management. Money Management is one of the widest read industry magazines in Australia – particularly with Financial services including Planners, mortgage brokers, lawyers and Accountants.

MoneyManagement250914

Regards,

Tatiana

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Monarch In the Media…

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Protecting Your Greatest Asset: YOU

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Did you know that Mental Illness is the leading cause for time off work? Yet a lot of phone based/ online insurance companies won’t cover you for it?

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I was scrolling through my facebook feed last night and I came across a post made by The Black Dog Institute*. I was staggered by their statistic saying that t Mental Illness is the leading cause for time off work. Mental Illness can include an array of conditions such as depression, mood disorders, anxiety, stress, and it affects a lot of Australians.

A large proportion of my client base has had a form of ‘mental illness’ in their time. And let’s ...

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The top 5 mistakes even the smartest business owners make!

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Monarch_Business Owners Brochure

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Butter, eggs, bread, bandages and a Claim form…. what the??!!?

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The attached article below just hit my inbox. I’m not really surprised by it, however it shocks the living daylights out of me that Coles (yes, the Supermarket) can sell or provide Life Insurance to its customers. ARE YOU SERIOUS???!!

The article outlines certain benefits that you are eligible for such as:

– Price beat guarantee

– FlyBuys points

– 60 sec quotes

– Up to $1 million of cover (no financials or medicals of course)

and a few other little perks.

The first thing that came ...

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Putting it off can be worse than sucking it up…

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You may remember last July I held an event for the ladies about having a back up plan. My guest speaker was Dylan Shiel (player #5 for Greater Western Sydney GIANTS – AFL), and a client of mine. The theme of the night was around the idea that you need to have some sort of back up plan. For example, Dylan’s back up plan is that he is studying Business and ultimately wants to get in to the property game. ...

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“Who you gonna call?”….

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…. Tatiana or a call centre?

 

This is the question (obviously articulated in the Queen’s English…) that I ask my clients and prospects when they tell me they already have insurance in place, or question why they should engage my services. There is nothing wrong if you are already protected…  in fact, I’m very happy to hear that people have taken the time to protect themselves from the unknown, but my concern is around people who have either lost contact or ...

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And you thought you were having a bad day…

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This week I came across the most amazing man (lets call him Mike) who needs my  help, and I wanted to share his story with you because he is an absolute inspiration.

I received an email from a client of mine asking me for a favour. She said in her email that a friend of hers needs some help with his Insurance inside his company’s Super fund. I knew straight away that this was going to be a case where this ...

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