SBA Insurance
Planning for the future is important for whatever life stage you are at. And what about planning for the unexpected or the unplanned? Common triggers for reviewing plans include babies, an increase in your income, purchasing a property or new business, a change in shareholder agreements, an increase or decrease in your liabilities, a change in martial status or all of the above.
What type of insurance do I need?
Can you please review my current policies and offer advice?
How do I choose the right insurance provider?
What is the cost and process to get started?
You are in control. Our goal is that you feel confident with your choices.
You are unique and your personal needs diverse.
There has been significant change within the Australian insurance industry. For a number of reasons, and of most concern to many of our clients, premiums across the market have increased considerably, impacting many policy holders. It became increasingly apparent to us that life insurance advice, while a key component of wealth planning, now requires specialist expertise. We have partnered with MBS Insurance, one of the largest specialist advice businesses in Australia to support the current and future needs of our clients, providing a choice that we believe is akin to our current professional offering.
Working with people just like you.
Insurance advice is about sharing information and education, to enable you to make an informed decision around the risks you face. When recommending insurance, we consider your financial position, lifestyle requirements, tax minimisation and cash flow implications. Regularly reviewing your cover is also important to ensure it remains appropriate to your circumstances and well-priced.
Protection for your family:
Life
Insurance
Pays a lump sum to your family if you pass away or become terminally ill.
TPD
Insurance
Pays a lump sum amount if you become permanently disabled.
Trauma
Insurance
Pays a lump sum amount if you suffer a critical illness or serious injury.
Income Protection Insurance
Pays up to 70% of your pre-tax income for a set period of time if you’re unable to work.
Protection for your Business:
Key Person
Insurance
Pays a lump sum to the business if a key person in the business passes away or becomes seriously ill.
Buy - Sell
Insurance
Pays a lump sum if a business owner is forced to exit due to death or total permanent disability.
Business Expenses
Insurance
Reimburses you for certain business expenses incurred while you are injured.
Things change.
Let's chat about the things that are important to you right now.
Any advice provided on this page of the website is of general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. SBA Risk Pty Ltd trading as SBA Insurance is a Corporate Authorised Representative of MBS Advice Licence Pty Ltd ABN 25 654 854 136 Holder of Australian Financial Services Licence No.536983 (‘AFSL’).
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