Protection planning

Helping you to protect your assets

The financial effects of a period of illness, serious injury or death are never easy topics to discuss. However, by providing for these eventualities, you can protect yourself, your family and your business from financial difficulty.

Our personal approach to protection planning allows you to take comfort in the knowledge that everything has been taken care of. We can review your situation, discuss and provide recommendations on what insurances you may need.

How we can help:

  • Personal Protection
    • Income Protection Insurance
    • Rental Income Protection
    • Critical Illness Cover
    • Life Insurance
  • Business Protection
  • Health Insurance
    • Private Medical Insurance
    • Health Cash Plans

Related services:

retirement planning
estate planning

The value of investments can go down as well as up and you may get back less than the amount invested.

Meet the team

Get in touch