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Taking care of you and the Family

"Life insurance means my family never has to worry about money if something happens to me."

The simplest way to ensure your dreams is to insure the risks you face. Life insurance in it’s basic form is there should you die, but do you know that there is more chance of you losing your family home through your disability than there is through your death?

Your greatest asset is your ability to earn an income. Take that away, how will you protect your family home? How will you survive? There are products that can be tailored to your circumstances to help meet all sorts of needs:

1.       Life cover
2.       Income protection
3.       Trauma cover
4.       Total and permanent disability
5.        Mortgage Protection
6.        Private Health Care

Personal Risk- a balancing act 

Putting together a plan to manage your personal risk is a balancing act. It's about understanding your particular areas of concern, understanding the products available that might prove to be a good fit, but also understanding how they can all interrelate to each other in a plan for you. So whilst we broadly address 4 main areas of risk (some have a number of subsets) the diagram bottom right will give you a good idea of where they fit in. We can help you put a plan in place. Just click here to email us, or phone us on the numbers below.
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Momentum FINANCIAL Limited 

38 Harvest Avenue
Orewa
​Auckland, 0931

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Email : malcolm@momentumfinancial.co.nz
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​​The information on this site is of a general nature, does not take into account your financial situation or goals, and is not a personalised adviser service under the Financial Advisers Act 2008. You should seek advice from a financial adviser which takes into account your individual circumstances before you acquire or dispose of a financial product. In the event of any inconsistency or uncertainty, the policy wordings of your chosen provider will always prevail. Furthermore, nothing stated should be taken as providing taxation, accounting or legal advice. You should seek expert advice specific to your individual financial needs, circumstances and objectives before acting on the above. A copy of my disclosure statement is available on request.