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Craig: 021 509 758
Karen: 021 448 856
Financial Services

Product List

These are the products used to tailor an insurance risk management plan for each individual's personal or practice needs.

Life Insurance

Life Insurance is a protection policy that pays a cash lump sum to your family and dependants or business partners in the event of your death. Or, to you in the event of a terminal diagnosis. A Life Insurance policy can be used by your beneficiaries in any number of ways, but the funds are often used for:

  • Repayment of a mortgage or loan
  • Maintenance of current standard of living despite the loss of your income
  • Cancellation of business or personal guarantees
  • Funeral expenses
Monthly Life Cover

A Monthly Life insurance policy which pays a monthly benefit in the event of death for a given period of time chosen by the client. It is used to provide greater cash flow certainty of household income during the period of financial dependency of spouse/partner and children.

Total Permanent Disablement

Total and Permanent Disablement (TPD) Insurance pays a cash lump sum benefit which can be used to repay debt, replace lost income, maintain lifestyle or specialised care costs.

Income Protection

Income Protection Insurance is a policy which provides you with a monthly income if you are unable to work as a result of an illness or injury. The benefit starts after a waiting period which you choose and is payable for a period which you choose (usually through to your anticipated retirement age).

Business Continuity

A Business Continuity Insurance policy will replace the lost cash flow of your business during a period of absence caused by injury or illness. It works alongside personal Income Protection cover for business owners.

Trauma/Critical Illness Cover

Trauma Cover provides a cash lump sum payment if you are diagnosed with a medical condition specified in the policy. Policies can cover over 60 specified conditions, with the most claimed events being heart attacks, heart disease, cancer and stroke. A Trauma Cover claim payout can be used in any way that you like, but is often used for repayment of a mortgage or loan, contribution towards monthly bills and expenses, private medical treatment or home modifications.

Medical Cover

Health insurance is a policy which meets all or some of the costs of a range of private medical procedures and treatments.

Domestic Insurance (Home, Contents, Car)

Home, Contents and Car Insurance is designed to protect your belongings against disasters - big and small. These include loss, theft, damage, fires and natural disasters.

Material Damage Insurance

Material Damage cover insures a business owner against loss or damage to physical assets including buildings, contents, plant and equipment, fitout and stock.

Business Interruption Insurance

Business Interruption covers the loss of gross income due to the closure of the business due to a material damage claim event. These policies are designed to provide funds for your operating expenses; such as rent or lease payments, relocation costs, employee wages, taxes, loan payments.

Liability

Liability Insurance cover provides financial protection for costs and expenses you may incur if your business is responsible for someone else's injuries or property damage.