We’ll be honest; our life insurance & income protection service is, without doubt, our least sexy service, but probably our most important.
We find your experience is better when we involve you in critical decisions, such as how much you want to spend and whether to pay from super or cash flow. Our insurance service involves completing background work, such as researching insurers, obtaining quotes, finding comparisons, and preparing applications.
With no more “what ifs” holding you back, a good insurance plan will help you pursue your lifestyle goals and wealth creation plans with much more swagger.
Why we are different
“Unlike insurance brokers, our insurance plans include strategic taxation advice provided by a financial adviser.”
What our clients say
“The guys were more interested in helping me with my goals and increasing my knowledge as opposed to selling me products as I’ve had in the past.”
Your most valuable asset… You
Disability due to injury or illness is a common occurrence. It can significantly impact a person’s ability to earn an income. Without income protection or life insurance, individuals and families may be left without a source of income, leading to financial hardship and stress.
While the average Australian house may cost over $1m, the average Australian will earn much more over their lifetime. By securing income protection & life insurance, Australians can ensure that they have a safety net in place to protect their financial well-being in case of a disability or worse.
Standard Service Includes:
- Statement of Advice
- Insurance needs analysis and education
- Insurance pre-assessment
- Strategy comparisons & recommendations
- Australian product recommendations & comparisons
- Cash flow considerations
- Application management
- Insurance company liaison
- Cancellation of any existing product
Product types – Individuals
- Income Protection
- Life insurance
- Trauma/Critical Illness Insurance
- Total & Permanent Disability Insurance (TPD)
- Child Cover
Product types – Business
- Buy/sell agreements
- Key person
- Debt repayment