Wealth insurance services and advice
Many situations can put pressure on your ability to financially support yourself or your family. Your income may stop or decrease, you may get sick or your lifestyle needs may dramatically change.
The worst part is that, by the time it happens, it’s already too late to do something about it. You need to put a plan in place ahead of time to ensure you’re protected.
BDO can help you prepare for the unforeseen, taking you through a consultative process that considers all possible insurance options available to you. Importantly, we:
- Determine your insurance needs including life insurance, income protection, and total and permanent disability (TPD)
- Assess your current insurances to determine any gaps or areas of unnecessary duplication
- Identify and implement the most suitable insurance solution for you.
We don’t have products to sell so our focus is on you and your needs. With a complete insurance solution in place you can rest assured that the lifestyle needs of you and your family will always be met, regardless of the challenges life throws at you.
Find out whether you’re effectively protected. Get in touch with a BDO Private Wealth adviser today.