Protection and Insurance

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Insurance is relevant no matter what stage of life we are in. Whether this is general insurance (like car, house etc) or personal insurance (like life insurance).

The aim of insurance is to protect you and your loved ones should something not go according to plan. For example if you or your partner died unexpectantly, or you could not work for an extended timeframe. Insurance is an important concept that underlies any financial plan. We hear many stories of families that find themselves in a terrible financial situation if a partner dies, faces a traumatic event or is unable to work for an extended period of time.

Insurance can take the financial worries of these circumstances away – so you can worry about the other important things.

The main personal insurances include

  • Life insurance
  • Total and Permanent Disablement insurance
  • Trauma Insurance
  • Income Protection insurance.

You should have an insurance policy that is appropriate for you. You should also hold your insurance policy in the best structure – for example is it in your name, your partner’s name or even your super fund. How will the insurance you hold fit in to your overall Estate Plan?

If you run a business, by yourself or with somebody else, there are a few important business insurance strategies to also consider.

Contact us today to arrange an initial meeting to discuss how we might be able to assist you.

If you have a question or would like some more information, please feel free to complete the details below and we will be in touch.
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