Protection

Ensuring your assets are protected is important in maintaining the lifestyle you enjoy and keeping you on track with your financial goals.

A detailed look at our services

Asset Protection
Risk Management
Personal Protection
Group Risk
Asset Protection

Protecting your family's wealth is not only important in helping to pass along wealth to other generations, but should also be a large consideration in your Estate and Trust Planning. Financial Index can provide you with the services to ensure your Estate Planning is up to date and comprehensive as well as assisting with Trust planning and Trust insurance, so that should you need them, your safety nets are in place.

Risk Management

Taking risk, especially when it comes to our money, can be daunting. However, sometimes some risk is needed to get a better return than we could have otherwise achieved. Let us help you set up risk management plans to appropriately mitigate your risk, Financial Index can assist in the following areas:

  • Buy/sell structures for your investments
  • Strategic Corporate Risk Planning
  • Key Man Insurance
Personal Protection

You are your most important asset, so making sure you have appropriate personal insurance is critical. Financial Index can help you find the best policies to suit your needs and your budget, giving you piece of mind that should the unexpected happen, you're covered. Let us help you navigate through:

  • Life Insurance
  • Total Permanent and Disability
  • Trauma
  • Income Protection
Group Risk

For your corporate and business Life Insurance, TPD and Income Protection policy premiums can be paid together, therefore allowing you access to discounts and lower fees.