Insured…just in the nick of time!

Sue Tierney

Imagine putting off a discussion about insurance for years, and then finally getting around to it. Eventually you sign up to a new policy.


Now, imagine if you had to make a claim almost as soon as your new cover was in place.


This is exactly what happened to one client.


All because of an annual review.


Our client decided not to put off insurance any longer. They set up an appointment and we worked together to set up the policy. The client paid the first premium…and then had an accident.


We were so happy to confirm a full payout after a quick phone call to the insurer.


While no one wants to suffer misfortune, life is much easier if you have the funds to support you and your family while you focus on getting better. It’s a huge relief.


Make this the month when you review your insurance.


Now is the perfect time to review insurance and put in place cover that matches your lifestyle. It’s especially important if relationships, children, property and

career changes have entered the picture since you last looked at insurance.


There are some innovative policies that may surprise you with their benefits and perks. Most of all, you’ll have the satisfaction of ticking off a critical item from

your to-do list.


If your insurance review shows that you don’t need new cover, we will tell you. We’re not looking to sell you anything – simply to check that you’re covered for the risks you face. And of course, our advice is free.


Don't put it off. Click the ‘Book Appointment’ button below now to set up a chat.

We're here to help you with home loans, personal finance & insurance.

Latest Insights

by Sue Tierney 15 Apr, 2024
Cutting costs is a smart move. Cancelling your insurance probably isn’t.
by Sue Tierney 15 Apr, 2024
Lately we’ve had lots of clients contact us about refinancing. In fact, we arranged more refinances last month than we did for the whole of last year.
by Sue Tierney 15 Apr, 2024
It was lovely to have time off over Easter. Even the end of daylight saving can be a blessing as it gives us brighter mornings for a while.

Wealth creation is not what you own. It’s what you control.

Deliver Sue’s insights straight to your inbox.

Share by: