The first meeting or phone call is always free and could be very valuable for you. Call us to receive expert and independent financial and insurance advice.
Phone number: 1800 33....
Email: Click to view
Year Established: 2006
|Mon: 8:00am - 6:00pm||Tue: 8:00am - 6:00pm||Wed: 8:00am - 6:00pm|
|Thu: 8:00am - 6:00pm||Fri: 8:00am - 6:00pm||Sat: 8:00am - 5:00pm|
|Sun: 8:00am - 5:00pm||Public Hols: 8:00am - 5:00pm|
Welcome ~ In Your Interest Financial Planning and Insurance Brokers are here to help you to make money, keep money and enjoy the process.
We set up the company to be independent and free from outside influences and financial institutions. This allows us to act solely In Your Interest.
Our services include Wealth Creation (growing and maximising what you have and will have) and Insurance (protecting what you have or will get).
We make regular visits to clients in an area spanning from Coffs Harbour to Brisbane. This includes Lismore, Gold Coast, Coffs Harbour, Bangalow, Byron Bay, Ballina, Murwillumbah, Tweed Heads and Kingscliff region. We also travel interstate for our other clients by appointment.
PERSONAL INSURANCE SERVICES including:
- Life Insurance
- Income Protection Insurance - Income Insurance
- Trauma Insurance - Critical Illness Insurance
- Total and Permanent Disability Insurance - TPD
- Business Expenses Insurance
- Group Insurance
As an independent life insurance agent we can improve your existing policy 80% of the time or offer you a very good new policy.
For those with cash flow issues it is interesting to note that in many cases you can pay for your insurance via your superannuation account.
We only use the most reputable insurance companies, which are:
AIA - AMP - Asteron (Suncorp Metway) - AXA - BT (Westpac) - Comminsure - Metlife - MLC (NAB) - OnePath (ANZ) - Tal (Tower) - Zurich
WEALTH CREATION SERVICES including:
- Financial Advice / Financial Planning
- Investment Advice including Wrap Accounts and Shares
- Investment Advice including Bonds and Fixed Interest Investments
- Superannuation both in and out of Self-Managed Superannuation Funds (SMSF)
- Financial, Tax and Strategic Advice
- Retirement Planning including Transition to Retirement
- Retirement Modelling - will you have enough for your needs?
- Estate Planning
- Ongoing Portfolio Monitoring
Please contact us for an obligation free consultation.
You can also visit our website for more information. (more)
Full service independent insurance broker - meaning we not only find you the best policy but also look after you the whole way - reviewing your policy when needed and helping you through the claims process should that eventuate.
Insurance through superannuation for those low on cash flow.
Investments including specialty with fixed interest (bonds) and Dimensional Funds.
Retirement Planning and Modeling.
Ongoing Portfolio Monitoring and Client Support.
Independent broker for AIA, AMP, Asgard, Asteron, Aviva, AXA, Comminsure, MLC, OnePath, Suncorp, TAL, Tower, Zurich.
We are able to improve people's existing policies over 80% of the time. We explain how at our web page.
Top 10 Insurance Tips, a Must read Before taking out any insurance. There are great and affordable policies available out there, truly awful policies and everything in-between. This document helps you to understand some of the choices and issues involved so that you can make an informed choice.
Coupons, Bargains, Freebies and Sales
The first meeting or phone call is always free! Call us to receive expert and independent financial and insurance advice, including dangerous professions, life insurance loading or exclusion.
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