Insurance with
She’s on the Money
We’ve cracked the code, now you get the cheats
Decoding
Policies
.
Downgrading
meltdowns
.
Decoding Policies . Downgrading meltdowns .
We’ve cracked the code, so now you get the cheats
Real talk. It feels weird buying something you need, and wish you never had to use. Insurance is one of those things you’ll want to get right – before things go terribly, terribly wrong. From income protection to serious stuff like TPD and life insurance, we’ll help you find the right policies for your situation, saving you stacks (and sleepless nights) in the long run.
Between the analysis paralysis and all of the acronyms, it can be challenging to sift through the info and find something relevant to your situation. Good thing our panel (of Financial Advisers!) is well-versed in all things insurance. From tax time savings to claims management, we’ll make sure you’re insurance-wise so you get the most out of it, if and when you need to use it.
Cool stuff we can help with
Trauma insurance
A crystal ball isn’t a requirement, but planning ahead never hurts. Trauma insurance pays a lump sum if you’re hit with a serious illness or injury, helping cover bills, time off work or recovery costs. We’ll help you tailor your cover to suit your life now (and later), so if the unexpected happens, your finances don’t completely spiral.
TPD & LIFE INSURANCE
No corny ads, bad actors or fear-mongering here. We’ll help you assess the type of coverage you need to suit your lifestyle plus, smart ways to factor it into your overall financial plan. Spoiler: You’re likely already paying for it in your superannuation.
INCOME PROTECTION
Attention all: breadwinners, entrepreneurs and remote working holiday visa-holders, this one’s for you. Income protection insurance can make or break your business and seriously kill your vibe, especially if investments (read: repayments) are involved. Our team is here to help you customise your cover to suit your sitch and adapt as your circumstances do.
Here’s what you get when you work with one of our trusted advisors;
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A personalised approach to your insurances – all of them
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A dedicated insurance advisor to help you secure the package (read: best possibly policy for your situation)
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*Unlimited* email + phone calls for any questions you might have
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A fee-free inital call that makes sense and saves you dollars
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Props from a team invested in your success