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Risk Management Advice Personal Insurance: Life Insurance & Income Protection

“Anything that can go wrong, will go wrong…” – Murphy’s Law

The reality is, things go wrong from time to time. Although our primary focus is to grow you, your wealth and health, a good financial strategy allows you to cover the downside risk also. If for whatever reason you were unable to work due to sickness or injury, having an income protection strategy in place can ensure you are still moving forward with your overarching strategy and goals.

Life insurance isn’t the most fun part of putting your financial plan together, but it’s an important part of covering you and enabling you or your family to still achieve goals, should the journey of life take a wrong turn. To make this more exciting, we’d love to offer you a complimentary review of your existing insurance, whether it’s inside or outside of your superannuation.

This consultation would typically take 30 minutes, where we:

Review your existing cover

Perform needs analysis

Educate on how insurance works

Find something suitable

The types of insurance we can provide advice on are:

Business Insurance

Life Insurance or Death Cover

Total Permanent Disability Insurance (TPD) Cover

Business Expenses Cover

Income Protection Insurance

Trauma Insurance Cover

Key Person or Key Man CoverCover