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INSURANCE
Personal Insurance
As licensed financial planners we incorporate your insurance needs into your overall financial planning and loan needs. We’ll tell you about the different types of insurance on offer - and the policies that are right for you.
Income Protection - provides a monthly payment if the insured is unable to work due to “sickness” or “injury”
Life Insurance - provides a lump sum payment to your beneficiaries in the event of your death including business partners under a buy/sell agreement.
Trauma/Critical Illness - provides a lump sum payment in the event you are diagnosed with a critical illness
Too busy to see someone but need insurance now? Click Ezicover logo below
Business/Investment
We will refer you to a general insurance broker for all your general insurance needs including
Home and Business Building and Contents, Business Interruption, Fire, Theft, Professional Indemnity, Directors Insurance, etc
Landlords’ Protection - covers accidental and malicious damage to your property as well as loss of rental income.
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Want someone who puts your interests first and offers unbiased advice in comparing loans, insurance and tax planning?
As licensed financial planners we incorporate your insurance needs into your overall financial planning and loan needs. We’ll tell you about the different types of insurance on offer - and the policies that are right for you.