Insurance

What would happen if you were injured, fell ill or were unable to work for a long period? We can help you minimse the financial loss, tax effectively.

A well-constructed financial plan has two parts- wealth creation and wealth preservation. Wealth preservation helps you protect your ability to create wealth.

Without insurance, the wealth you have built can rapidly erode as a result of an accident, illness or death.  These are the questions we prefer not to think about, but they can dramatically affect the lives of our loved ones. 

What would happen if you died? Would your family be able to survive financially and continue servicing your debts?

What would happen if you were injured, fell ill or were unable to work for a long period of time? How would you and your family survive?  Would you have to sell the house?  

It's possible to minimise the financial loss to your family or business by putting in place appropriate risk cover such as:

Things you should consider

You need to be sure you aren’t over-insured- or worse still, under-insured. The type and amount of risk insurance you may need depends on a number of factors such as:

  • your personal financial circumstances and objectives
  • „your lifestyle needs
  • how many dependants you have
  • „your age.

As your wealth grows and personal circumstances change, your need for insurance cover may also change, so it is necessary to review your insurance cover regularly.

Our financial advisors work with you to ensure your needs are met with the appropriate amount and type of risk insurance cover. To discuss your individual circumstances get in touch below with a Nexia Advisor who can help you assess your insurance needs as part of your overall financial plan.

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