At Strategic Financial, we have developed a team that specialises in providing expert risk management and personal insurance advice to individuals and small businesses. For individuals, our team can help you work through the insurance maze and ensure that your financial position is appropriately protected, both now and in the future. For small businesses, we have developed expertise in the important, complex niche area of succession planning for partnerships.
When it comes to insurance, there is much to consider to ensure you get the appropriate level of cover for your situation. At Strategic Wealth, we work closely with you to understand your circumstances and engage insurance experts, where needed, for your peace of mind.
We believe Executives should consider incorporating Life Insurance, Total and Permanent Disability (TPD), Income Protection and Trauma cover in their personal insurance strategy, while a non-working spouse should have Life/TPD and Trauma cover.