You are here: Home > Services > Personal Insurance > index

Personal Insurance

Wealth protection is a vital part of every financial plan. Without adequate insurance the wealth you've built can quickly erode as a result of an accident or illness.

We complete a full analysis and evaluate your needs with regard to risk and can put together a strategy to ensure you are covered via the appropriate insurance cover for your situation.

We can assess your personal situation and recommend policies that best suit your needs. We can also review any current policies you may have to ensure they continue to provide an adequate level of cover.

  • How much protection is enough?
  • If something happens to you – or your partner – how will you continue the life you are used to – how much will it cost to maintain your lifestyle for the present and the future?
  • If you don't have enough insurance your life may face drastic and unpleasant changes just at a time when this would compound other difficulties facing you.
  • It is good to know that whatever happens your life – or the life of your family – can continue as well as possible in changed circumstances.

These are just some of the issues you should consider discussing with one of our Financial Advisers.

Latest News
Record Low Interest Rates
New Record Low Interest Rates...
Read more
Why a recession remains unlikely
Nine reasons why recession remains unlikely in Australia...
Read more
Nothing succeeds like a succession plan
21 September 2018
Are you ready to retire? Do you have a succession plan in place?...
Read more

Retirement Planning

Personal Insurance


Estate Planning

Wealth Accumulation


Aged Care