Is your families future protected against unforeseen tragedy and risk?
How I Help You Protect Your Future
First it’s important I really get to know you and your situation, so we can take your needs and your dreams, and put these into a quantitative form. This gives you a very clear and accurate picture of what your level of risk is and leaves no guesswork or room for anxiety. From here I work with you to:
- Identify the ideal insurance package for you and your situation
- Assist you in the application process
- Provide ongoing service and advice when needed
- Support you during any claims process
What if you need to make a claim?
I will always advocate for you to ensure you get everything you are entitled to.
Understanding your risk and having the appropriate insurance cover in place leaves you worry free to get on with what matters most in life, knowing everything is taken care of.
This tool will help you to assess your insurance needs.
With most financial planning objectives requiring regular income, insuring this income is imperative. This is also important on a lump sum basis if the income earner is disabled or dies.
Protect whats important to you
Nigel Tate Financial Planning Limited
PO Box 9449, Hamilton 2015
Telephone: 64 7 838 3300
Call Free: 0800 TO PLAN
0800 867 526
Enter your details to receive my Retirement Planner. It will tell you the exact age you can retire based on your financial goals and situation