Insurance Planning
Managing your risk like it's our risk
WHAT WE’LL DO FOR YOU
Work together to understand your tolerance and capacity for risk
Compare all the insurers in the market and implement a suitable insurance program that is fit for purpose and competitively priced
Review your insurance program so that it keeps up with your changing circumstance
SAMPLE REPORT
Every client we engage will receive a personalised report written in plain English. Here are some examples of what to expect:
Statement of position
Before we can make any insurance recommendation, we need to get to know you – things like your family dynamics, employment arrangements, financial position and state of health. At Makowem & Isaacs Financial Planning we’ll take as much time as needed to truly understand your circumstance so that we can ensure that your insurance plan will meet your objectives. View statement of position page
Your insurance program
Once we have assessed your exposure to risk, we can recommend an insurance program to protect you and your loved ones. We’ll recommend what type of insurance you need and how much of it you need. At Makowem & Isaacs Financial Planning we use independent research to compare the major insurance company’s policies, so we can take into account the price of a policy as well as the quality of the policy wording. We’ll find the plan that is best for you within your budget. View your insurance program page
