As part of providing Financial Advice it is a requirement that Insurance needs are to be reviewed as part of a Financial Plan; Statement of Advice and/or Record of Advice.
The Insurance or Wealth Protection is an extremely important component of Financial Planning as there have been many circumstances where families have been left in very unfortunate circumstances where income protection has not been considered.
We are accredited with several reputable Insurance providers and are therefore able to provide a comprehensive range of competitive Insurance options.
Please contact us if you would like a quote for Income Protection Insurance or Death and TPD Insurance.
Please note we do not provide assistance with household or motor vehicle insurances.