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Life Insurance Financial Advice Sydney

At Navigate Wealth, we pride ourselves in offering the most appropriate life insurance advice and strategy. This involves getting a thorough understanding of our client's needs and wants. We aim to provide our clients with an estimate of monies required for whatever eventual requirement they may wish to provide should they meet unexpected circumstances (temporary or permanent disablement, death or inability to work due to injury or illness). This often includes providing for one or more of the following;

 

  • home loan debt repayment
  • investment property debt repayment
  • lump sum to provide for children's education and care
  • lump sum or regular payments for the provision of home care
  • charitable foundations

 

Once we have determined the amount of monies required, we then consult the market for the best possible price and options appropriate for their needs. Unlike banks or industry super funds, since we have our own Australian Financial Services licence, we are not restricted in our recommendations to one or another insurance provider since we are independently owned. This allows us to get our clients the best possible insurance solution at the lowest possible price.

Ulitimately life insurance is an expense, one that should be minimised. Unlike most advisers, at Navigate Wealth financial planning Sydney, we believe that every dollar spent on life insurance is one not spent on achieving one or more of our client's various goals. To receive personalised financial advice that meets your needs, contact Navigate Wealth Financial planners and advisers today for a complimentary consultation on 1300 505 565.

 

Sydney Financial Planning Office- Level 6, 4 Martin Place Sydney CBD NSW 2000

Parramatta Financial Planning office- 10/541 Church Street Parramatta NSW 2150

 

Life Insurance, Income Protection Insurance, Critical Illness/Trauma Insurance, Total and Permanent Disablement insurance, life insurance via super, TPD insurance via super, Income protection via Super, life insurance via Self managed super funds.

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