INSURANCE ADVICE

What's your most important asset?

Most people have insurance for their home and motor vehicle, but fail to cover the most valuable assets - their life (including their loved ones) and their ability to earn income over the long term.

 

There are many insurance products available in the market today (i.e. Life Insurance, Total & Permanent Disability, Trauma Insurance, Children Cover, Income Protection and Business Expense Cover), so understandably trying to evaluate the best product for yourself, family or business can be daunting. This is where we can help you find the product and/or tailor a protection plan that will be more appropriate to meet your current needs and budget.

We also specialise in Personal Succession Planning and Business Succession Planning.

Why should I use Precise Wealth Management?
  • We have access to over 12 of the major insurers;

  • We do the shopping around for you and provide you with the most competitive quotes;

  • We organise and handle your insurance application from start to finish (including any future changes);

  • All of our clients policies are reviewed on a yearly basis prior to renewal, to ensure you continue to have the most suitable product to meet your current and future needs (Note: This is at no additional cost to you).

  • And most importantly, in case of an unforeseen event, we will personally handle your claim, ensuring that you only focus on more important things such as your family and recovering.

  • We don't charge any fee for this service, as we are remunerated by the insurer.

Life Insurance Solutions For Small Business

"Your Duty Of Disclosure"

"Why I Need Cover"

TAL