Insurance cover is the foundation of any financial plan, providing the safety net for you and your family. In our experience, there is a range of considerations to address in order to make sure that the right money is in the right hands at the time you need it most – when your ability to earn an income is interrupted, either temporarily or permanently.
Start making more possible now, and book a Discovery Meeting with one of our Advisers
I recently met with Lachlan Money to assess my financial situation and plan for pre retirement and future estate planning. Lachlan was very helpful and understood my situation immediately. He was friendly, easy to discuss with and be open about these sometimes delicate matters. I appreciated the time and advice Lachlan gave me and will be pleased to engage his services in the future. Thank you.
Business
Would your business be able to maintain its revenues and profits if one of its key people died or couldn’t work for an extended period due to a serious illness or accident?
Personal
Insurance can provide a cost-effective method of providing personal wealth protection and can help you protect your family and yourself if you die prematurely or suffer illness, medical crisis or injury.