Financial Advisor Sydney – Insurance
Special Limited Offer For All New Clients
We Guarantee To Reduce Your Current Financial Advice Costs by 10% to 25%.*
But Hurry As This Offer Is Limited.
Call Us Now On 02 9891 0035 And Find Out How Financial Services Sydney Can Secure Your Financial Future"
Your Step By Step Risk Insurance Plan
At Financial Sevices Sydney we employ our disciplined step-by-step risk protection process. Your risk insurance plan is not be a pre-packaged solution. It will be as individual as you and/or your business are – and will be tailored to your requirements for the best use of your financial resources now, and in the future.
We start by assessing your current situation. If the unexpected happened today, what would be your financial shortfall?
How much money would be required for you and/or your family to replace your income and pay for expenses?
If you own a business and you can no longer work or your business loses a key person can the business keep afloat?
We develop a strategies to help you transfer that risk and identify which types of insurances you require.
We research the major, reputable insurance companies to find the insurances which provide you with the right level of protection, including the definitions and exclusions which best suit you, your family and/or your business.
Of those insurances which meet your needs, Financial Sevices Sydney obtain quotes to ensure we recommend the most cost effective products for you.
Once you have made that decision, we finalise your risk transference plan, and arrange the purchase of the recommended insurances on your behalf.
Once your insurance portfolio is in place, Financial Sevices Sydney will regularly review it – and your situation – to ensure your portfolio continues to be relevant and cost effective.
Should your situation change along the way, or if the legislative framework in which we work changes, Financial Sevices Sydney will work with you to modify your risk insurance plan accordingly.
Business Risk Insurance
By working side by side with you, we create a risk insurance plan which will enable you and your business to be financially cared for should the unexpected happen.
Business Risk Insurance ensures, that if your business loses you or one of your partners or other key people of your business through illness, injury or death, it will still survive.
Financial Services Sydney will help you establish who are your business’s key people are, and then estimate the financial cost to your business if each of them suffered a tragic event.
At Financial Services Sydney, we take the time to understand you and your business – your situation, your needs and your aspirations.
Personal Risk Insurance
The key to creating a income protection insurance plan is to determine what your financial future would look like for your family if you could no longer earn an income or if your were to die.
It must take into account many issues, including:
* repayment of debts,
* ongoing living expenses,
* special expenses like school fees,
* potential cost of hospitalisation, surgery, medicine, rehabilitation and home nursing costs.
* the cost of fulfilling the aspirations of your dependants and other people close to you.
The financial wellbeing of you and your family is our focus
At Financial Services Sydney, we help you secure your financial future for you and your family.
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