Registered Financial Adviser
Our client philosophy:
We believe that insurance can be a powerful tool to bring enormous value to your life- both as families and business owners. It’s not about the product, it’s about the value it can bring to you. For example, for a parent or partner it’s about ensuring the roof over your family is secured if you are no longer able to provide for them. It’s about the future you want to help create for your children through their education. It’s about the lifestyle you would like your family to enjoy if you are no longer able to fund it.
And for a business owner it’s about whether what you’re building today can still help you realise your dreams for tomorrow. It’s about protecting your family home from business creditors. It’s about making sure that your business can still operate if a key person is not there, even temporarily. And it’s about making sure that if you are unable to return to your business, that you or your family will be able to extract the value from it that you worked so hard for to achieve.
Where we can help you:
We look after:
Very simply, our approach is to help you identify your goals and dreams, then help you put the plans in place today to protect them- whether that’s for you and your family, for your business, or both.
How we do it:
We focus on you and the advice you need. And the process we can take you through is simple, but comprehensive:
Sometimes you will want the full process, sometimes you may want to limit it to certain areas, sometimes you may already know exactly what you want, and merely want us to help you transact that. We can do that, as long as we’re both happy you understand the possible implications for you.
And where necessary we will work with your accountant, your lawyer, and other professional advisers to help you achieve that. If you don’t have a lawyer or accountant, we can recommend one to you. If you think it's time to put plans in place to protect your dreams and goals, click here to email us, or phone us on the numbers below.