Securing your family’s cash flow through savings or insurances is an important step towards becoming better financially organised.
Are you and your family protected financially? Is your most important asset – your ability to earn an income – protected? What would happen to your family’s financial security if you suffered a long-term illness or passed away? Would you have sufficient savings to be able to support your family?
Like many Australians, you might be unaware of what insurances you have and if they offer adequate protection for your current circumstances. Creating a personal risk plan for your circumstances considers protection for you and your family through savings and/or insurances.
Creating a risk plan is so much more than implementing insurance policies. We work closely with authorised risk advisers who research and recommend appropriate and value for money insurance protection, both personally and for your business.
Both General Insurance and Personal Insurance will be considered in your Risk Plan.
General Insurance protects your assets and includes policies such as:
Personal Insurance and Asset Protection services to align to your overall financial goals such as:
Contact our team today for free advice about enhancing your financial security and obtaining a personalised and effective Risk Plan.
"Liability limited by a scheme approved under Professional Standards Legislation"