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Client Services
Financial Planning | Fixed Interest | Managed Funds | Superannuation | Insurance | Estate Planning | Margin Lending | SMSF


Insurance is the dirty word in the finance industry but un-justifiably so. Insurance is a crucial part of the financial planning for SOME people. The common mistake with insurance is that people either under-insure (they do not have adequate insurance) or they over-insure (they have more cover than they need).

Personal insurance such as income protection, trauma, life and TPD will provide financial security and even wealth creation protection for people who require this because their circumstances dictate.

The reasons some people may require personal insurance include, but are not limited to:

* No replacement income in the event of serious sickness or accident
* Dependents who rely upon your ability to earn an income
* Debts that require servicing
* No accumulated wealth to provide a safety buffer and meet unexpected expenses.

Insurance is an integral part of the financial planning process as without sufficient cover, the wealth creation and retirement goal of yourself and your family could be severely impacted.

Please contact us if you would like to speak to us about protecting yourself and/or your family against serious sickness or death.

If you'd like to learn more about insurance, visit our education page.

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