Protect Life Insurance is a finical planning practice, that works as a broker which means that we are not associated with any one product or provider. This means that Protect provides you with un-biased, individual advice, focussed solely on achieving your goals. We are always available for your questions and concerns.
During your first appointment we like to find out what you are expecting of us and how we are able to help. It is always important for you to bring your Tax File Number along with current photo ID.
Everyone has their own story and own circumstances, which warrants a different outcome. At Protect we tailor your needs and wants to suit you and your current and future situation so that you have peace of mind and protection.
Both your adviser and client manager are available as often as you may need. You are able to contact us via Email, phone or appointment. We will contact you regularly to review your situation or to provide you personalised advice. There is no charge for contacting us.
Protect provides comprehensive financial advice to clients. We can advise you in a number of areas including personal insurance managing a wholesale super fund, asset protection, personal insurance and investment strategies. We do not provide you with legal, accounting but are able to refer you onto skilled practitioners when required.
The process of consolidating Super, assessing insurance needs and applying for the policies depends on your personal circumstances. The more information you provide us and the faster you provide it to us, the sooner we can have you all set up and be ticked off your To Do list!
To identify how much insurance is needed here are some things to consider:
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