Beaconsfield (03) 9707 0555
Cranbourne (03) 5995 2700
Pakenham (03) 5940 4555
Our approach to insurance is to have the ‘what if’ conversation with you. To help you actually visualise what the financial situation that you or your family would face and most importantly, what you would like it to be. We then take that and quantify what your protection plan should be.
Our highly professional advisers will examine your current situation to tailor a response that priortises the risks and takes into account the policies affordability.
We do not take a set and forget approach with our process. Just as your life circumstances change so do insurance companies. We will recommend a regular review to ensure your protection plan continues to meet your changing needs and that your insurer is still offering a quality product at a competitive price.
Click Here to find out more about how Insight Wealth Partners can assist you with your insurance.