Insurance & Risk Advisors
Our insurance advisors help you understand and manage life's uncertainties. From life insurance to income protection, get personalized advice on the coverage you need.
Showing 6 insurance & risk advisors
Sarah Chen
CFP, AFPWith over 15 years of experience in retirement planning, I help Australians create personalized strategies to achieve their retirement dreams. Specializing in SMSF administration and transition to retirement.
James Wilson
CFPI'm passionate about helping pre-retirees and retirees maximize their retirement income. I take a holistic approach that considers Centrelink benefits, tax efficiency, and lifestyle goals.
Michelle Patel
AFP, SSASpecialist in self-managed super funds and retirement income strategies. I help clients take control of their super and build the retirement they deserve.
David Thompson
CFP, CPACombining financial planning expertise with accounting knowledge to deliver comprehensive retirement strategies. Focus on tax-effective income structures.
Lisa Nguyen
CFPHelping Australians prepare for retirement with personalized advice on super contributions, investment selection, and ensuring adequate insurance coverage.
Robert Mitchell
AFPCentrelink and Age Pension specialist. I help retirees navigate the complex rules to maximize their entitlements while maintaining their lifestyle.
Frequently Asked Questions
What types of insurance should I consider?
Key covers include life insurance, total and permanent disability (TPD), income protection, and trauma/critical illness cover. Your needs depend on your circumstances.
Is insurance through super enough?
Super insurance can be cost-effective but often provides basic cover. A risk advisor can assess whether you need additional cover outside super.
How much life insurance do I need?
A common rule is 10-15 times your annual income, but the right amount depends on your debts, dependents, and lifestyle needs. An advisor can calculate your specific needs.
Ready to find your insurance & risk advisor?
Tell us about your goals and we'll match you with advisors who specialize in exactly what you need.
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