Insurance (Personal & Business)

Did you know that most Australians are underinsured.

Personal Insurance

Most of us protect our physical assets like home contents and motor vehicle yet often neglect to cover our most valuable asset – our life and our livelihood.

Choosing the right type and the right amount of insurance can help to make sure that if anything were to happen, you and your loves ones would be looked after financially.

Remember as your life changes so do your insurance needs. Having a mortgage, children and getting married are all factors that increase your financial responsibilities.

We can discuss your personal needs and provide advice on the following:

  • Income protection
  • Life insurance
  • Trauma insurance
  • Temporary/permanent disablement

Business Insurance

Businesses also run daily risks and small business owners are in particular dependent on their business operating seamlessly.

Business insurance is an essential part of managing risk to ensure that the business is set up for success.

We can discuss your business needs and provide advice on the following:

  • Key person insurance
  • Business expenses insurance
  • Buy/sell agreements
  • Business succession planning

Feel more in control of your finances

Talk to us today about reviewing your personal insurance and business cover. Call us on (02) 9894 1844 for an initial consultation.