In an average week, we meet people from all walks of life. Each conversation is different, but one thing is always the same – the need for protection that genuinely matches someone’s circumstances.
In the past week alone, we:
- Helped a law firm partner negotiate an income protection claim – what should have taken months was resolved in a single payment.
- Took a fresh look at a business owner’s life insurance premium of more than $50,000 a year – and found ways to reduce it by over 25%.
- Reassured a couple focused on financial security, ensuring that if anything happens to their health, their big priorities will be covered.
- Worked with a young executive family, increasing the level of protection they needed while reducing their overall premiums by $5,000.
- Sat down with a business owner to carefully structure income protection – a tricky but vital area for anyone running their own business.
- Reviewed cover for a private client who simply wanted the peace of mind of knowing their plan still fits.
- Supported a client purchasing a new business where the bank wanted certainty about what would happen if one partner passed away – putting buy/sell life insurance in place provided that certainty.
These examples show how wide-ranging the situations can be. From claims to new cover, from reducing costs to simply staying on track – the need for trusted advice is always there.
If it has been a while since you’ve reviewed your own insurance, now is a good time to start. Life moves quickly, and what was once right may no longer be. Speaking with an adviser can give you clarity, peace of mind, and confidence that your protection matches your life today.
