Personal insurance advice

An illness, injury or death can affect both your finances and the people who rely on you. Personal insurance advice helps you consider the financial support you and your family may need if life changes unexpectedly.

We review life insurance, total and permanent disability (TPD) cover and income protection as part of your wider financial position.

Chris reviews your priorities, financial commitments and existing cover, including insurance held through superannuation. We discuss the purpose of each type of cover, affordability and relevant policy features, exclusions and limitations.

If recommendations are appropriate, we explain the reasons and help with agreed implementation. Cover is subject to the insurer’s terms and assessment; understanding what a policy does and does not cover is part of making an informed decision.

Meet Chris in Brisbane or online via Microsoft Teams. Your initial consultation is complimentary and there is no obligation to proceed.

Tell us about your goals and the questions you would like to discuss. We will help you understand the next steps and whether advice is appropriate for your circumstances.