Insurance & Risk Management

Insurance & Risk Management

Evaluating your risk protection needs through a calculated insurance analysis is a fundamental component in creating a comprehensive financial strategy to protect your family, lifestyle, financial goals and wealth. Most people would not drive an uninsured motor vehicle, but often forget to insure their own lives and earning capacity.

We offer a well-researched selection of death and disability cover, income protection and trauma insurance. Whilst we are all busy focusing on creating and maintaining wealth, it is essential that we have tax-effective risk mitigation strategies in place.

Often we can fund your risk insurance premiums through superannution, so as to not affect your cash flow.

If you are a small business owner, talk to us about how we can help you fund the premature departure of another principal of the business due to death, health or disability.