Insurance

You have worked hard to be in this financial position, why risk it by not having protection strategies in place for your family?

Through the use of different structures and comprehensive personal and business insurance we can show you how to protect what you have already accumulated and the wealth you are aiming to build in the future.

Although this can be a sensitive and emotional issue it is important to be aware of the potential risks that may inflict severe personal consequences and ways you can protect your financial well-being when and if they arise.

Our qualified financial advisers will review your current level of insurance cover (if any), analyse your situation to assess your personal needs and make recommendations to help you get the cover you need at the level of cover that will give you and your family peace of mind.

 

Personal insurance cover is available in a variety of forms:

  • Life/TPD
  • Trauma
  • Income Protection

 

Business Insurance can include funding for:

  • Key Person protection
  • Buy/Sell Agreements
  • Ongoing Business expenses

 

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