Tailored life insurance and income protection
If something unexpected should happen, which sadly often does, to those who are least prepared, do you know how you and your family will be looked after? Security in knowing that insurance is part of your plan will bring the ultimate peace of mind in protecting your most important assets.
Being able to earn an income is your most important asset, which is why it needs to be protected and won’t impact on your lifestyle and your family.
With our financial planning service, we review and ensure that you have adequate insurances, and keep them updated as your circumstance changes. Sometimes we also aim to decrease them if assets rise in value to ensure we’re not wasting funds on unnecessary premiums.
Dependable Retail insurance policies will protect the financial direction and destination that we have planned, together, with you.
Neilson & Co can review the following insurances for you:
- Life insurance and total & permanent disability (Any or Own Occupation)
- Income protection
- Business expenses
- Key person & Buy-Sell Agreements
Implementing a sound insurance strategy will make the world of difference to your financial plan. So we make sure of it, mostly on a yearly basis to ensure that they’re still appropriate for you.