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We understand that you are so busy these days that you don’t often have time to think about what you’re doing right now and how you want your future to look. You know that you should do something about getting your own backyard in order but you are too busy working for someone else or doing things that, frankly, just aren’t that important.
We get a really good understanding of where you are now and where you want to go. Armed with this knowledge, we work with you to get yourself sorted, not just financially!
We recently helped a client who was diagnosed with cancer as we had previously put in place life risk protection to provide a lump sum payment of $250,000 as well as an ongoing income payment of $10,000 per month. Had this client not taken a step back from day-to-day life to put a solid plan in place then the financial impact of cancer would have been enormous. Whilst it is tough enough dealing with cancer, to have to deal with financial stress as well would make life very tough. I provide advice for your life so that you have peace of mind along your journey.