YOU NEED A BACK UP PLAN SO IF THE UNEXPECTED HAPPENS, YOU HAVE THE FINANCIAL SECURITY YOU NEED WHEN IT MATTERS MOST.
How would you cope if you were too ill to work, injured or were made redundant? Would your family be financially secure if anything happened to you? What’s in place for your business? Getting the right protection in place now could make all the difference for the future.
Here is a look at some of the cover available to help provide you with financial security.
WILLS & ESTATE PLANNING
HOW IT WORKS
Where should I start?
Calculate your monthly expenditure and ask yourself how long you could afford to paying everything without an income. If you have savings, divide them by your monthly expenditure to see how long they would last.
What else should I consider?
Does your employer pays anything other than statutory benefits? Some may provide sick pay for an agreed term, or you may have death in service benefits to help your family if you were to die during your working life.
How can we help?
Our qualified advisers will review all your current circumstances to see where there may be gaps in your cover. Our whole-of-market approach means they can make recommendations to suit your individual needs.
WHY USE ASSET PLUS?
Did you know our team of advisers not only requires industry-regulated qualifications to provide advice, but must complete regular continual professional development to prove their industry knowledge is up to date? We don’t stop there – we ensure that training is rolled to our administrators too, and encourage them to sit the regulatory exams to further their own development and bring on the next generation of qualified advisers!
We need to know a lot about you. That includes your financial history so we can see what is affordable and who would consider lending to you. Then we’ll talk to you about the future so we can help you plan ahead. This means we get to know you really well and become part of your team to help you achieve your dreams.
SERVICE MOVING WITH THE TIMES
We use the latest technologies to help us deliver great customer service, and help you send us information and documents quickly, easily and securely. But technology isn’t everything – it’s really important to us that you can speak to your mortgage adviser on the phone, on a video call or in person whenever you need to – no queues, no call centres. Just your own friendly adviser.
DREAMS INTO REALITY
We believe in dreams. We know they can come true! And our job is to help you find the way to finance your dream home and future lifestyle. Whatever you are dreaming about, if it’s property-related, we can help. From your first home to becoming a landlord and even protecting your business, we’re here to be your partner along the way.