Protecting your wealth, and cash flow, is an essential part of meeting your goals for the future — and it’s often overlooked. While most people insure their cars and homes, they often forget to insure the most important thing — their earning capacity.

While it’s true that insurance won’t make you wealthy, it may well prevent you from becoming poor. It’s something to have, and hope you never need. Consider the consequences if you couldn’t work for six months, a year, or more, as a result of illness or injury. Worse — the death or disablement of the family’s breadwinner.

Our personal wealth protection services cover:

  • Income protection
  • Trauma insurance
  • Life insurance
  • Total and permanent disablement (TPD) insurance
  • Our business protection services include:
  • Buy/sell agreements
  • Business succession planning
  • Business expense insurance
  • Key person insurance

Financial Services Guide

Learn more in our Financial Services Guide