Insurance advice

Protecting what matters most

Seeking insurance advice should be on the agenda at every meeting you have with your Collective Financial Partners financial advisor or wealth creation specialist.

Insurance is one of the most sensible investments you can make to protect the things you have worked hard to build and achieve. It’s there to protect your most valuable assets when the unexpected happens.

A regular review of your insurance policies will ensure that your level of coverage suits your current individual circumstances, considers any changes to your personal or business circumstances, and is a true indication of the worth of the items insured.

Protecting your precious assets

There is a range of insurance options we can help you explore to cover these key areas.

Your income

How would you and your family cope if you suddenly stopped earning a wage? Would you still be able to pay your everyday bills and expenses?

By taking out income insurance, you can rest easy knowing you and your family can still get by in the case of an accident.

Your life

Life insurance is an uncomfortable subject that many prefer to ignore.

But a lot of people don’t see the value in this investment until it’s too late.

By taking out life insurance, you’re giving yourself and your loved one’s real peace of mind.

Your assets

This includes

  • Your home and its contents,
  • Cars, boats and other recreational assets.
  • Any substantial collections you have curated
  • Any other tangible possession of value

Your Collective Financial Partners’ advisor will include a review of all your insurances as part of our comprehensive financial planning process.

Regular insurance review pays

Even if nothing in your personal or business circumstances has changed, you should still review your insurance strategy every year. Intense competition means that insurance providers are always looking for the ‘edge’ with their products.

This can often mean additional benefits, better policy definitions and the introduction of new additional options which can be of value if you need to make a claim.

Let’s catch up for a free chat.

We're here to help

Contact us today to discuss your insurance needs.

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