Insurance Planning helps identify your financial objectives and obligations and the actions that should be taken to reduce, avoid or transfer any risk to your current situation.
Financial security to maintain your standard of living by providing replacement income should an accident or illness occur.
In the event of death, life insurance can provide replacement income or pay off large amounts of debt such as a mortgage on the family home.
Critical Illness Insurance
A ready source of funds for medical treatments during a serious illness to ensure other assets aren’t depleted.
Whether securing your main source of income or supplementing coverage from your employer we can help structure a plan that you can rely on throughout your working years.
Protecting what’s most important to you and your loved ones.
- Life Insurance
- Mortgage Insurance
- Income Protection
- Critical Illness Insurance
- Key Person/Buy Sell Protection
- Tax planning – Capital Gains from property or business
- Will, Power of Attorney planning
- Estate, Legacy and Wealth transfer planning