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About Personal Insurance

Personal protection that supports your bigger picture

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If you’re anything like the average person, taking care of yourself and your family is a high priority in your life.

However, many people can underestimate the importance of planning for potentially unexpected events in the future.  It’s easy to delay thinking about personal insurance – especially when life feels stable. But if the unexpected happens, the last thing you want to worry about is money.

When a loved one gets sick or has an accident, or your spouse is no longer able to earn money, it can be catastrophic for your finances.  We know from personal experience how vital it is to have a plan in place, that’s why we seek to provide peace of mind that you’re protected financially in case the worse happens.

Personal insurance is a proactive risk strategy that protects your income, assets, and loved ones in the event of illness, injury or death. It’s being prepared, so you can focus on recovery (or supporting your family) without financial pressure.

We help you build a smart, tailored insurance strategy that evolves with your life, minimises risk, and gives you one thing that’s hard to put a price on: peace of mind.

Your personal protection strategy is tailored to your financial situation, which means that it will have expected outcomes that are suited to you, if you ever need to make an insurance claim.

The Different Types of Personal Insurance

You protect your car and home. Why not your income and life? Your team of expert financial advisors can help you understand the different types of insurance.

Cover that fits your unique life

 

Personal insurance needs to be precisely tailored to your needs and finances. Over-insured, and you’re out of pocket for paying too high a premium. Under-insured, and you risk not being covered if something were to happen. Our advisers provide holistic and transparent advice when it comes to your insurance options.

Whether you’re single, raising a family, or protecting a growing asset base, we’ll help you:

  • Understand what cover you actually need (and what you don’t)
  • Compare policy options and find the most cost-effective provider
  • Integrate insurance into your broader financial plan
  • Review and adjust your cover as life evolves
  • Ensure your premiums are structured in a tax-effective way

What personal insurance covers

 

A strong personal insurance plan gives you – and the people who rely on you – financial stability if the unexpected hits. The right policy can help you:

  • Cover medical and rehabilitation costs
  • Replace lost income if you can’t work
  • Maintain your lifestyle through recovery
  • Support your family in the event of serious illness or death
  • Continue to pay your mortgage or cover other debts
  • Cover living expenses if you lose income

It supports your income, protects your wealth, and gives you the foundation to move forward with confidence, no matter what life throws your way.

Related services

Your insurance should fit

your life

Your insurance isn’t just a standalone product, it’s a key part of your financial strategy.

Get a free consultation
Superannuation Advice We’ll tailor a strategy that boosts your balance, minimises fees, and aligns your super with your broader financial goals. Learn more
Loan Structuring Advice We’ll help you structure your loans and debt in a way that helps you get ahead, with strategic loan advice. Learn more
Retirement Planning Get a comprehensive retirement plan to give you peace of mind – and excitement – about living your best life after work. Learn more
Wealth Management Our Wealth Management strategies take care of portfolio management and structure, plus much more. Learn more
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Know that your family’s future is secure

Let’s make a personal insurance plan

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