In a world where we are quick to insure our home, valuables, and our pets, many of us forget to insure the most important things – our lives, our loved ones, and our income.
Talk to us about taking simple steps to set up your own personalised protection plan package, and start protecting those things most important to you.
Personal protection planning can help with the following:
- Ensuring that any debt is fully repaid upon your death (or earlier Critical Illness diagnosis)
- Protect your family should anything happen to you
- Protect your income should you become ill and unable to continue working
- Protect and mitigate from any tax liabilities
Prepare you for life’s uncertainties
Of course, everyone’s circumstances are different so our expert team will work closely with you to identify a suitable protection plan and identify the types of cover that will give you peace of mind.
Our Six Step Process
STEP 1
Meet with you and listen
STEP 2
Understand and agree your financial and lifestyle goals
STEP 3
Find the most suitable solution for you
STEP 4
Create your financial plan
STEP 5
Work together to help achieve your plan
STEP 6
Meet frequently to review and update your plan
