Insurance
Implementing a personal protection strategy ensures financial protection for you and your family in the event of unexpected accidents, illnesses, or loss of life.
HOW AN ADVISOR CAN HELP
Financial advisors will assess your situation with you and understand what it is you value and want to protect the most. This will allow our advisors to establish what kind of personal protection plan best suits your individual situation.
A comprehensive review of your personal insurance needs is to be undertaken in order to protect your lifestyle and assets against unforeseen and potentially financially devastating events. Advice will be required to ensure your cover is appropriate when considering sums insured, policy ownership, tax of benefits and cash flow capacity. Consideration must also be given to any current and anticipated financial dependency of your children or other dependents.