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Risk Management Advice: Personal Insurance

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

Things do not always go according to plan. Whilst our primary focus is to grow you, your wealth and health, a good financial strategy allows you to cover you and your family if something unexpected were to happen. If you were unable to work due to sickness or injury, an income protection strategy in place can ensure you are still moving forward with your strategy and goals.

Life insurance is the most exciting part of financial planning, but it is an important part of making sure you or your family are protected. 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. Please contact us if you would like to take us up on our complimentary service.

This consultation would typically take an hour, where we:

Review your existing cover

Education – how insurance works

Identify your needs

Find something suitable

The types of insurance we can provide advice on are:

Business Insurance

Life Insurance Death Cover

Total Permanent Disability Insurance (TPD) Cover

Business Expenses Cover

Income Protection Insurance

Trauma Insurance Cover

Key Person or Key Man Cover