Most of us would agree that insurance forms a critical part of the wealth management process, providing financial security for you, your family or your business. To some extent, we all need some insurance to protect us from any unforeseen and unfortunate events occurring, especially if you have dependents whose wellbeing relies on your income, or debt levels – whether business or personal, that require ongoing servicing.

The challenge is to work out the type of cover you need and at what level.

Risk Insurance is there to provide you with protection against the financial implications of an event such as death, disablement, serious illness or injury. Some of the products are –

  • Life Insurance – pays a lump sum to your dependents when you die.
  • Income Protection – replaces your income if you are unable to work due to an illness or injury.
  • Total and Permanent Disability (TPD) – provides a lump sum payment if you are permanently unable to work.
  • Trauma Insurance – provides a lump sum if you suffer or contract a critical condition.
  • Business Insurance – you may need to consider insurance such as Business Expenses Insurance including Key Person and Buy Sell Insurance.

We can assist you in selecting the most appropriate insurance options and providers, as well as assist you in reviewing your insurance cover regularly to make sure it remains appropriate to your ongoing needs.

More importantly, we will assist you in the event of a claim.  During what is usually a difficult time, we will represent you and liaise with the insurer to facilitate the assessment of your claim.

Life and income protection insurance cover can provide financial assistance and peace of mind if the unexpected happens.

Contact us today to discuss your situation

Most of us would agree that insurance forms a critical part of the wealth management process, providing financial security for you, your family or your business. To some extent, we all need some insurance to protect us from any unforeseen and unfortunate events occurring, especially if you have dependents whose wellbeing relies on your income, or debt levels – whether business or personal, that require ongoing servicing.

The challenge is to work out the type of cover you need and at what level.

Risk Insurance is there to provide you with protection against the financial implications of an event such as death, disablement, serious illness or injury. Some of the products are –

  • Life Insurance – pays a lump sum to your dependents when you die.
  • Income Protection – replaces your income if you are unable to work due to an illness or injury.
  • Total and Permanent Disability (TPD) – provides a lump sum payment if you are permanently unable to work.
  • Trauma Insurance – provides a lump sum if you suffer or contract a critical condition.
  • Business Insurance – you may need to consider insurance such as Business Expenses Insurance including Key Person and Buy Sell Insurance.

We can assist you in selecting the most appropriate insurance options and providers, as well as assist you in reviewing your insurance cover regularly to make sure it remains appropriate to your ongoing needs.

More importantly, we will assist you in the event of a claim.  During what is usually a difficult time, we will represent you and liaise with the insurer to facilitate the assessment of your claim.

Life and income protection insurance cover can provide financial assistance and peace of mind if the unexpected happens.

Send us your enquiry

Contact Us
Sending

×
Send us your enquiry

Contact Us
Sending

×