Having a comprehensive plan B to safeguard your plan A is a crucial component of effective financial protection planning, guiding you toward achieving genuine financial freedom.
At Artisan Wealth, we prioritize understanding your current stage of life to tailor your insurance coverage assessment and ensure it meets the unique needs of you and your family.
We adopt a scientific approach to insurance, meticulously calculating your requirements for life and disability insurance at your current life stage, ensuring you neither have too little nor too much coverage.
Recognizing that your insurance needs evolve as you navigate through life, we conduct regular reviews of your insurance cover, providing you with the peace of mind you deserve.
Our services are not confined to any specific insurer or company; you will always receive unbiased recommendations, allowing you to pursue coverage with the provider best suited to your situation. This often includes suggestions to either maintain or adjust your existing cover.
We can assist in:
- Calculating how much life insurance, total and permanent disability, income protection, and trauma insurance you require, based on individual variables such as age, income, mortgage size, and number of children.
- Analyzing the cost and quality of your current insurer against various providers to ensure you find the best product.
- Sourcing the best insurer and policy structure if you have any pre-existing health conditions.
- Supporting you throughout the claims process, acting as your representative in dealing with the insurer.
These essential services are accessible through an Artisan Health Check or Artisan Project.
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M: 0490 214 314
E: Alexander@artisanwealth.com.au
Artisan Wealth is a Corporate Authorised Representative of Volare Wealth Pty Ltd, ABN 28 668 200 002, AFSL 553 949
You can read more in our Financial Service Guide.
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