our approach 
protecting your family
Financial Professionals understands that an overall Strategic Plan to protect you and your family is not complete until we have protected you against unforeseen circumstances.
Not reaching your goals of financial independence because you got sick or had an accident is not acceptable.
Worst still leaving your family destitute because of your untimely demise is not an option either.
Unfortunately most people have a reluctance to address this sensitive area which means they are not adequately or appropriately insured.
full review of your needs
Financial Professionals undertakes a full review of your personal insurances and measures them against both your current position and desired future lifetime objectives.
We assess if you are under-insured, over-insured, paying too much, have out of date or inappropriate cover.
the right cover for you
Financial Professionals directly or via associated specialists can select the best insurances available and put in place quality, cost effective cover that suits you and all your business needs.
summary of our services
preparation of current insurance registers
- Personal - Business - General
prepare personal insurance ‘needs analysis’ and assess your requirements
- Life - Total & Permanent Disability - Trauma - Income Protection
review business insurance needs to ensure you and your business are protected
- Keyman - Workers Compensation - Shareholders Agreements
- Professional Indemnity etc
assess quality, cost & appropriateness of all cover
specific recommendations for improvement
review your insurance annually - or whenever circumstances change
how we charge
Financial Professionals prepare Registers and Analysis under a ‘Fair Fee for Service’ principle.
Insurance advisors are remunerated by the Insurer in accordance with industry standards.
A Statement of Advice (SOA) is prepared detailing specific fees paid.
Refer to our Financial Services Guide for further details.
