Our philosophy around advice is the recommendation, establishment and management of a portfolio that remains appropriate and necessary to protect the needs of our clients, and their families. This advice is reviewed both on a regular basis, and in line with life-changing events that occur which impact a client’s needs, objectives or circumstances.
Life Insurance provides a lump sum payment on the death or terminal illness of the insured person.
TPD Insurance provides a lump sum benefit in the event of the insured person becoming totally and permanently disabled to such an extent that they are unlikely to ever return to their role.
Trauma (Critical Illness) Insurance will pay a lump sum on diagnosis of a number of medical conditions or injuries listed under the policy.
An Income Protection Policy will pay you up to 70% of your income if you are unable to work due to an accident or illness for an extended period of time.
A Group Insurance plan provides protection for your employees for the term of their employment or upon the expiry of the policy.
Protecting revenue, debt or personal guarantees. Businesses protect their key people like any other key assets.
Insuring the shareholder equity and succession in the event of death or disablement.