Our wealth protection philosophy: Start with the end in mind
Having a clear insurance strategy and an up to date estate plan is our goal for every client. We do our job so you and your family can remain focused on striving towards your financial goals, even if there are bumps along the way.
We consider your long-term financial goals and lifestyle to help you identify your insurance needs, taking potential beneficiaries into consideration. Effectively, we begin with the end goal in mind. From there we pinpoint potential funding shortfalls and identify how best to overcome them.
Our expertise across the key areas of insurance law, superannuation legislation, tax legislation and estate planning allow us to design personalised insurance cover, with your specific financial goals in mind. This may include additional strategies that complement your level of insurance cover, including self-insuring where it is deemed appropriate. Regardless of the strategy, tax-effectiveness is always an important consideration.
We will continue to work with you to revisit your needs over the term of your policy(s).
No matter where you are in life, we have an insurance strategy that can optimise your situation.
Where are you on the Life insurance Timeline?
