Providing financial certainty and relief when people need it most
I love working with responsible family & business people who believe in their self-worth, love themselves & their family & are prepared to do what they know they need to do to secure their financial wellbeing.
Specialising in all things life insurance, including buy/sell and key person cover.
- The services I provide are:
► Life insurance advice (all products)
► End to end claim assistance, support & advocacy
► Protection for families & business owners
► Access to all retail life insurance companies in Australia
► A long-term relationship focussed approach
► Annual reviews
- How I can help Fresh members:
Introductions to my professional network and clients, sharing business development ideas and making you look good by really looking after anyone you refer.
- The main business categories in my network are:
Financial services and sport
- My target market is:
Businesses with 2 or more owners and professionals/executives.
Business owners - 2 or more people in partnership where they have equity tied up in their business. I can help them to lock in the value of their shares with insurance if they die too soon or become disabled. Also provide advice and insurance solutions to protect revenue and/or clear debt if something happens to a key person in the business.
Professionals - employed and self-employed professionals and executives reliant upon their ability to earn and grow their income to support their family, pay off debt and maintain lifestyle.