Insuring what is important
The focus for this package is risk.
Making sure you and your family are protected in case of something happening to you or your partner.
- Review – existing insurances
- Identify – what insurance will you need
- Types – income protection, trauma, life insurance and many other options
- Structure – inside or outside superannuation
- Insurance – protecting you and your assets
The Ebony Rose Group’s insurance package is our clients first step to peace of mind. After implementing tailored strategies for our clients, we then monitor and manage their ongoing finances. This means they stay on track to meet their short and long term goals, which helps set up the platform to build towards their own financial independence.
- Up to three meetings
- Research and create a financial plan
- Preparation of Statement of Advice (SoA)
- Implementation of financial plan