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Insurance


LIFE & PERSONAL INSURANCE

Life insurance forms a critical part of the financial planning process in providing financial security for you. A sound financial plan will encompass both wealth creation and wealth protection.

Integrity Wealth’s insurance specialists can help to advise you on the protection you need against the financial impact of an event such as death, disablement, serious illness or injury.  Our specialists will help establish whether your cover is adequate for your needs. 

We can provide expertise on a range of insurance options tailored to suit your requirements and personal situation, including:

  • Income protection
  • Life insurance
  • Total and permanent disablement (TPD)
  • Trauma

Integrity Wealth’s insurance specialists can assist in determining whether life insurance works best for you within your superannuation fund or outside it.  They will also help you to understand the definitions and policy document to avoid any complications if a claim is required to be made.

BUSINESS & GENERAL INSURANCE

Integrity Wealth’s general insurance specialists can help you manage your business and property risk to help cover your business from financial uncertainty.  With expertise on assessing risk, selecting and acquiring policies, dealing with claims and undertaking risk reviews, our specialists will ensure your business can survive the unexpected. 

We can help you determine what insurance your business needs, explain the different types of business insurance available and the benefits or consequences of the different policies. 

By working collaboratively with you, our specialists will help ensure you receives the best solution that covers your insurance needs situation.