TAX AGENTS & ACCOUNTANTS

FINANCIAL PLANNERS SMSF SPECIALIST ADVISORS

Insurance

Protecting what is important to you and your family though stressful and challenging times.

WEALTH PROTECTION &

LIFE INSURANCE ADVICE 

Personal Insurance covers are designed to protect your two most valuable assets: yourself and your income. Insurance is designed to protect against the unexpected and we can assist you with reviewing policy options and act as a broker when placing personal insurances. Our responsibility is to work for you, our client.

We specialise in evaluating your risk profile and taking into account your personal income, lifestyle and family commitments to ensure we look holistically at the appropriate cover you and your family would require in the event of a serious event taking place. Unfortunately, people are affected throughout life with various events that they sometimes do not envisage.

It is imperative that you have plans in place to protect against the unexpected and ensure that should you encounter a significant event causing loss of income and ill health that you have cover in place to help you thought these difficult times.

Please note:- The information on this website is general in nature only. It has been prepared without taking your individual or personal objectives, financial status or specific needs. You should always seek financial advice which considers your own circumstances, goals and objectives before making any financial decision.

Please ask for a copy of the relevant Product Disclosure Statement relating to any product that you may be considering.

CALL US NOW ON 1300 852 484 or EMAIL chrisb@fpbiz.com.au

Phone: 0407 852 484 • Email: chrisb@fpbiz.com.au
C-303, 16 Wurrook Circuit, Caringbah 2229 • PO Box 312, Sylvania NSW 2224