Personal Insurance
Your life circumstances can change quickly and accordingly your Wealth Protection needs will change over time. The strategy for a young single person at the start of their career will differ significantly from that of a couple with a young family or a mature person with significant assets. No matter what your situation, a tailored protection strategy provides peace of mind for your short and long term financial security.
RESEARCH
We utilise the latest tools and resources to conduct in depth industry wide research of all products available in the market.
Combining this with our extensive experience and knowledge of the insurance market means we ensure that our advice is appropriate to your individual circumstances and that you are offered the best solution to your needs.
NEEDS ANALYSIS
We can assist you in analysing the appropriate types and levels of cover to suit your current circumstances and priorities.
By considering your personal and financial situation, goals and objectives we will tailor a strategy that meets your individual needs and gives you the peace of mind in knowing that you have the right protection in place.
ESTATE PLANNING
Having adequate life insurance in place to ensure that your family & dependents will not suffer financially in the event of your death is just one important part of the risk management process. Most people have assets to be distributed after they die, or become unable to make their own financial decisions.
A well-structured Estate Plan will address issues such as: care and guardianship of your dependents, the distribution of your personal belongings tax effectively and the control and ownership of your home, business and other assets. Please click here for details of our Alliance Partners who can provide expert advice for your Estate Planning needs.