Financial Advice

Why life insurance advice is worth every penny

Why life insurance advice is worth every penny

You dont need to look far to spot the difference.

A recent report showed  that claims from the Non Advised (Direct) life insurance policies were 71% more likely to be denied. On the flip side “Advised retail life insurance was typically thoroughly underwritten at application time and was actively managed by an Adviser at claim time” leading to it making up 70% of all claims.

Five Money Milestones to reach by your 30's

Five Money Milestones to reach by your 30's

There's something about being in your 30's that feels more adult. Whilst you may want to adamantly hold onto the last of your 20’s there’s a few burning financial matters that you should be attending to now rather than later.

Are Your Financial Priorities Out of Sync?

Are Your Financial Priorities Out of Sync?

None of us likes to think about death or a serious illness. But it happens, even to young people. Our goal is to help you understand the importance of life, disability and long-term care insurance in a sound financial plan.