Protection
- Do you know that your family will be adequately provided for in the event of your death? Have you recently reviewed your life insurance arrangements?
- Do you know that your family will be properly protected in the event you suffer a critical illness or were disabled?
- If you were unable to work, are your family properly provided for?
- Have you underwritten the total future cost of your children’s education?
- If you are in a business partnership, do you know how you would buy out your partner’s shares in the event of their death or critical illness?
- Have you protected the key people, who are most important to the running of your business?
- If you have any commercial loans, have you recently reviewed the costs and protection of these?
Contact us now if you want to discuss any of the above in more detail.
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"I have always found Cleve to be a knowledgeable and patient financial advisor, taking time to explain
products carefully and in a balanced way so they are clearly understandable. He is highly personable
with a good sense of humour and Cleve takes a strong interest in the family, not just your own situation"
Jon Clark (June 2009)
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