Access to an adviser on an ongoing basis
Once a goal has been identified, document it with your adviser. Don’t keep it a secret. Your adviser can set a clear pathway to help you reach your goal. Even if you haven’t quite worked out what your goals are, your adviser can help to identify them with you.
Your adviser will then monitor progress as part of your overall plan.
FIND AN ADVISER
It’s never too early to start planning. Although your plans may change over time, it’s important to identify your immediate priorities, your ideal lifestyle and life goals, and develop a plan to assist in achieving them. Keeping abreast of changing legislation, making the most of the opportunities available to you, and structuring your finances is fundamental to achieving your lifestyle and financial objectives.
Protecting You & Your Loved Ones
To minimise the loss of income to your family that may result from your death, temporary incapacity or serious disability, it is vital you implement the appropriate protection strategies for yourself and for your family.
We can assist with the entire process, from reviewing your existing insurance cover to discussing the right protection strategies available. We can help to establish the most relevant level of cover based on your individual needs and the stage you are at in life including:
- Income Protection
- Life & Total Permanent Disability
- Trauma (Critical Illness) Insurance
- Buy / Sell Partner Insurance