Wealth Protection – Business & Personal
Ignoring a risk does not make it go away. By beginning with an understanding of you, your circumstances and your plans, we can build a “needs analysis” that measures your risks and the right policies to manage these risks.
We then survey the market for the most appropriate policy. Business risk is also evaluated for small business owners to ensure their business is well protected in the event of illness to the major owners.
Our holistic approach means we advise on your work and life finances, including:
- Life insurance
- Total and permanent disablement
- Income protection
- Trauma
- Key person policies
- Buy/sell funding