We are licensed to advise on a range of life insurance products.
Our financial advisers can assist you with life, trauma and disability and income protection insurance. After an assessment of your situation, our advisors develop a strategy for you which manages any identified risks.
We provides you with a Statement of Advice which takes into account your individual financial circumstances and makes recommendations regarding your personal insurance needs. We provide an annual review of your policies and will ensure that your policies remain competitive. Our staff can also assist with claim lodgment.
Our insurance broking service enables us to source products for you at competitive prices. We can also source a number of retail products from a range of leading Life Insurers.
The range of life insurance products includes term life, trauma or illness, and insurance for members of self-managed superannuation funds.
Contact us for an obligation free discussion.