LIFE AND DISABILITY INSURANCE

On your journey to financial freedom, it’s not just about building up your assets- it’s also about making sure you have the right protection in place for your lifestyle to continue if the unexpected were to happen.

Do you ?

For many Australians, ensuring their family is protected rates highly on their list of priorities, but just finding the time to look into the best options is been something that’s often put off. Even the best laid plans can get put to rest when you’re juggling work, family, and life! The problem with this approach is that when you actually need the insurance cover- by then it’s too late to get it.

We’ll help you buy creating a personalised protection strategy that’s unique for your individual circumstances, including your income, debts and assets. We’ll ensure you’re getting great value and a quality policy that will be there for you in any time of need.

HOW WE CAN HELP YOU

Life insurance

suitable if you have family depending on your income

Total and Permanent Disability (TPD) insurance

This provides a lump sum payment should you suffer an illness or injury which totally and permanently prevents you from working again

Income Protection Insurance

provides a regular income in the event you are unable to work due to sickness or injury

Critical Illness Insurance

to help you financially recover from a trauma or crisis, such as a heart attack, stroke, cancer or other life threatening conditions.

Personalized Protection

a strategy that is unique for your income-level, family situation and other circumstances

Peace Of Mind

Making sure your family is taken care of in case of an emergency casts a safety net for you and your loved ones

Best of all, in many cases Life, Disablement and Income Protection can be paid from your superannuation balance, so this is a huge benefit if your cashflow is tight.

See What Our Clients Say

Tamara was recommended to us by our mortgage broker and has been wonderful in helping us to sort out our finances and life insurance. She is very friendly, professional and passionate about what she does. Tamara explains everything in detail and is genuinely keen to help as best she can. I wouldn't hesitate to recommend her to family and friends.

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Dominique Fitzgerald

Tamara was recommended to us by our mortgage broker and has been amazing in helping us to sort out our finances and life insurance. She delivers exceptional friendly professional and efficient service. Tamara explains everything in detail and is genuinely keen to help as best she can. I would high recommend Tamara to others as I am greatly satisfied with the outcome of my finances. Cheers Henry

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Henry

We were recommended Tamara through a trusted friend to discuss Life Insurance and Super. We are so glad we reached out to her as she was able to help us far more then we could have imagined, with no upfront fee and no hit to our weekly budget in our case. We've already recommended her to others. Very honest, no spin and explained everything in detail. We look forward to a long and prosperous relationship with her moving forward. She is a breath of fresh air in what can be a tricky industry to navigate.

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Krystal Chilton

We can even look at the option of implementing your insurances on “Level Premiums”, a little know secret which means the cost of your policy will not increase due to age.

Frequently Asked Questions

Yes, our initial meeting is completely free and without obligation.

Yes, in most cases our financial planning fee can be deducted from your super. Fees range depending on the complexity of the advice needed, which we will discuss in our initial free meeting. Before proceeding, you will fully understand any fee, and the benefit of the advice.

Not necessarily. A lot of our clients require our help initially to either a) make a recommendation for their super and/or put in place personal insurances. We are then available as a soundboard and coach as they require additional advice down the track.

We encourage you to be the best version of yourself, and it starts with getting your finances in order.

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