Personal Insurance

Part of any good financial plan is appropriate risk management. Even the best strategy in the world could fall apart if you suffer a serious medical condition and can’t work for 12 months.

Paul Benson, our Resident Financial Advisor will walk you through what options you have and what would suit your needs.

We may need to protect your income through Income Protection cover, or your family through Life Insurance. We will help you understand the options available and explore how you can obtain that protection at the best cost.

Personal Insurance is something we often recommend to our clients, and can usually be paid out of your superannuation.

  • Life Insurance

    Covering you in case you pass away. Your family may struggle financially without you, but it doesn’t need to be that way. We can organise a no obligation meeting to discuss how this can be something you don’t need to worry about anymore.

  • Income Protection Insurance

    You are a specialist in your career, you enjoy what you do and you’d like to be able to continue to do it, even if you have an injury or illness. But what happens if you can work, but not in your chosen field ever again? You can insure yourself to continue to receive an income in the event that you can no longer do the same things as now.

  • Total and Permanent Disability Insurance

    In the event that you become disabled and can no longer work, this insurance will mean that you still receive payments

    You can have the best business, the best strategy and the best plans but if you can’t work then you may be in trouble.