Our Financial advisers are fully trained professional providers of financial advice and are able to assist you across a wide range of issues including:
Life Insurance (incl. Total & Permanent Disability (TPD) and Trauma Insurances);
We work with you to design the right insurance solutions for your specific situation so that you and your family are protected from unexpected life events.
Income Protection Insurance (receive 75% of your income if you are sick or injured and can’t work);
Maintain your lifestyle – replaces your income so you can cover your day-to-day living costs, bills and the mortgage, while you focus on your health.
We work with you to design a solution to protect your most important asset – your ability to create wealth.
Business Succession Insurance Planning;
Provides a mechanism whereby the terminating business owner (or his or her estate) can sell his or her interest in the business to the continuing owners, and whereby the continuing owners can purchase the terminating owner’s interest in the business.
We work with you to arrange the agreement and funding of such agreements, specific to your business’s situation.
Key person (key man) Insurance;
Compensates the business for any financial loss or costs incurred because a “key person” either suffers from a traumatic condition, becomes permanently disabled or prematurely dies.
Business Expenses Insurance;
Keep the business running – covers the costs associated with running your business, while you focus on your recovery. You can insure up to 100% of allowable expenses, which your business is likely to incur.
Superannuation;
Superannuation is a great way to save for your retirement. Our advisers can assist you in making the most of superannuation to ensure you achieve retirement goals.
Investments;
Our advisers can develop your investment portfolio with investment objectives, strategies, timeframes and risk profiles that are uniquely yours so that you reach your life goals.