As part of our 7 Fundamentals, insurance is a core element in securing your financial plan. We start by identifying your personal risk exposures, considering factors like your financial obligations, stage of life, and family responsibilities. Whether you're concerned about protecting your income, supporting loved ones, or covering business-related risks, we work with you to implement a comprehensive protection plan.
We carefully consider your insurance options alongside your estate planning to ensure that any claim payments are directed according to your wishes.
Our insurance solutions include:
- Life Insurance: Financial protection for your loved ones in the event of your death.
- Total and Permanent Disability (TPD) Insurance: Coverage if you’re permanently disabled and unable to work.
- Trauma Insurance: Lump sum payments for specified illnesses such as cancer or heart disease.
- Income Protection Insurance: Ensuring an ongoing income stream if you’re unable to work due to illness or injury.
- Business Insurance: Protection for business owners through Buy/Sell Agreements and Key Person Insurance.
